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Lower Costs
CREATE YOUR FINANCIAL PLAN AND
INVESTMENT STRATEGY
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:
Vastly increase the number of investment options available
Improve & increase the number of additional services available
MERIT INVESTMENT MANAGEMENT
Lower fees to reduce costs and improve investment returns
Better service
More Choices
Merit helps clients define a comprehensive financial plan & investing strategy for their retirement.
Merit helps clients focus on improving three key items for retirees: choice, costs & services.
Farmers & Mechanics Building
2 West Market Street Suite 100
West Chester, PA 19382
Office: (484) 473-8413