Vastly increase the number of investment options available
More services
Lower Costs
MERIT INVESTMENT MANAGEMENT
Lower fees to reduce costs and improve investment returns
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
More Choices
CREATE A FLEXIBLE PLAN FOR RETIREMENT
TO PREPARE YOU TO MEET YOUR GOALS
Financial Plan:
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: