Merit Financial Advisors, LLC

Oct 2021

I got my financial plan done and set up a fiduciary account within 2 easy virtual meetings, totaling only an hour. They took my income, expenses, and retirement goals into account and gave me a realistic plan for retirement. I can tell you get the same treatment whether you are investing 20 dollars, 20 thousand or 2 million. Wish I would of done this years earlier!!