Merit Advisors
Financial Services - Westerville, OH, US
Merit Advisors Employees
Merit Advisors Senior Management
Merit Advisors Details
Merit Advisors, LLC. was founded in 2005 for the specific purpose of helping clients find their "true purpose" for money and to obtain clarity, confidence, and understanding of their savings objectives in order to achieve success in their retirement planning. Our team are "wealth strategists" which is defined as a financial professional who goes beyond typical financial planning to help identify your investment philosophy, understand your savings strategy, and provide discipline throughout your retirement planning experience. In addition to helping his clients identify the right strategy, he helps keep his clients' decisions and behavior regarding their savings strategies on track for achieving the results they desire.This business approach has led to hundreds of long-lasting, mutually satisfying relationships with his clients, many of whom he would call his dear friends.
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