Vastly increase the number of investment options available
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Merit helps clients define a comprehensive financial & investing strategy for their retirement
Merit helps clients focus on improving three key items for retirees: choice, costs & services
Increase the number of additional services available
Lower fees to reduce costs and improve investment returns
MERIT INVESTMENT MANAGEMENT
CUSTOMIZED RETIREMENT PLANNING BASED
ON YOUR ENTIRE FINANCIAL PICTURE
2 West Market Street Suite 100
West Chester, PA 19382
Office: (484) 473-8413
Merit's investment advisory process helps evaluate multiple retirement scenarios to achieve an investor's goals.
Merit offers clients additional services such as estate planning, tax assistance & evaluating insurance options
Check out Merit's Video channel for a quick overview: