Grant A. Meyer,  CFP<sup>&reg;</sup> - Financial Advisor

Grant A. Meyer, CFP®

Founder | Financial Planner

TruMix Advisors

3800 American Blvd W, STE 1500
Bloomington, 55431
FINANCIAL ADVISOR'S WEBSITE
(952) 222-8286 CONNECT WITH Grant
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General

Grant Meyer is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at TruMix Advisors in Bloomington, and the surrounding communities.

Financial Advisor Overview

Tired of searching online for solutions to your financial problems? How about a transparent fee so you actually know what you’re paying for? TruMix Advisors offers comprehensive, holistic financial planning for individuals and families. Rather than focusing on insurance sales or commission based investments, we focus on your goals and aspirations. Our services span from investment management to financial planning, but one thing stays the same, we are focused on you.

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Financial Advisor Experience

I'm enthusiastic about working side-by-side with clients and listening to their needs. I focus on helping people understand the complexities of financial planning and am dedicated to always doing the right thing. By educating clients on financial issues, I enable them to make better decisions and work towards their financial goals.

I am a CERTIFIED FINANCIAL PLANNER™ professional and have 16 years of industry experience. I volunteer my time with Wings for Widows where we help widows navigate their finances after loss. I also work to improve financial literacy in the community as a member of the Financial Planning Association.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Corporate Finance, Employee Benefits, Getting Married, Identity Theft, Mutual Funds, Real Estate, Job Loss, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Medical & Health Issues, Sudden Wealth

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Helpful Financial Planning Resources