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Financial Planning

Invest in Your Future.

For many, planning early is at the heart of a sound financial future. At GNB Insurance Agency, we realize the importance of taking the right steps in order to accomplish not only your short-term fiscal goals, but also your long-term desires for a happy retirement.

With Financial Planning services from GNB Insurance Agency, you can receive helpful advice from a professional who is committed to assisting you in planning for a secure and stable future. Our Financial Planning advisors can help you determine:
  • The right retirement plan for your individual and family-oriented needs
  • How much money you should put away in savings
  • Whether you currently have the right amount of insurance coverage (including Disability)
  • How much money you should invest
  • Whether you’re on track to saving enough for retirement
Our experts can even advise you on Estate Planning and Analysis. It’s important for most people to know and control what happens to their estate upon their passing. With the right advice and strategy, you can ensure that the family home stays in the family, your wills and trusts are properly drawn up, your affairs are properly handled, and much more.

Since each person has their own goals for their financial future and retirement, GNB Insurance Agency is committed to educating you on making the right decisions based on your current situation and how to plan accordingly. One of the best feelings you can have is knowing that your financial independence is secure.

Contact GNB Insurance Agency today to see how Financial Planning can help achieve your goals.

Our Locations

GNB Insurance Grundy Center

603 7th Street
Grundy Center, IA 50638
Main office: 319-825-5295
Toll free: 800-688-5295
Fax: 319-825-3815

GNB Insurance Ackley

646 Main Street
Ackley, IA 50601
Main office: 641-847-3541
Toll free: 800-864-4689
Fax: 641-847-2273

GNB Insurance Conrad

123 N Main Street
Conrad, IA 50621
Main office: 641-366-2280
Fax: 641-366-2089

GNB Insurance Iowa Falls

315 Main Street
Iowa Falls, IA 50126
Main office: 641-648-6689
Toll free: 855-268-7323
Fax: 641-648-9633

GNB Insurance Marshalltown

2504 S 2nd Street
Marshalltown, IA 50158
Main office: 641-753-4040
Toll free: 855-493-9883
Fax: 641-753-4110

Our Providers

Testimonials

Accommodating, professional, helpful, and quick. Very comfortable experience and I was impressed by their capabilities. Highly recommended.

Brad M.
I feel lucky to have found an agent willing to provide this level of service. No need to look anywhere else!

Michelle D.
Over the years we’ve never once had to worry about our coverage. My husband and I are long-time customers and proud to be.

Carol S.
Surprisingly flexible and in-touch with my needs as a small business owner. Can’t ask for more.

Spencer F.
They have strong ties with the community, and it shows. It’s nice to do business with people that really show they care about you and your family.

Susan T.