Merritt Financial Services

Financial Planning So Easy It Works

Want more financial security and a better sense of what you are doing with your financial life? Merritt Financial aims to give you the information you need to succeed.

People want to make smart financial decisions and not have to worry day to day that they are doing it all wrong. You know that feeling don’t you? It’s amazing how making subtle changes in our portfolio or spending habits can have a HUGE impact later on in life.

       Merritt Financial is all about:

  • Helping you prevent making simple yet detrimental mistakes with your money.
  • Giving you quality information to empower your financial life
  • Take charge of your life. Period.

       Merritt Financial Services

     Is a leading financial consulting firm specializing in all aspects of comprehensive personal and business financial planning. As a true Independent Financial Services Company, we represent "YOU" and not one particular institution or company.

    Simple Account Management

    Using Merritt Financial Services innovative approach to reasonable growth and wealth protection, your account management is handled with personal attention to detail and expert care.

    Guaranteed - Simple - Protected

    Merritt financial specializes in maximizing asset growth and maintaining the protection of your principal.

    Our Strategy

    Simple - Protection, with a reasonable rate of return. Stop watching the stock ticker all day and rest assured your principle is protected.