Mer·it /ˈmerət/ n. the quality of being good or worthy, especially high-quality or integrity.
When we started Merit Financial Services, we had a singular goal, to provide financial guidance to our clients with merit. We do life together, our children or grandchildren are in the same schools or on the same teams, we see each other at church or in the grocery store. You are part of our family and we are honored to be a part of yours.
As family, we want what's best for you so we aim to provide you with the knowledge and tools to make wise, well-informed choices for your financial future.
Owner and Operator
Financial Sales Assistant
Our mission is to make the complicated financial, tax, and insurance world simple. We unravel it to help you make clear and informed decisions about your financial future. Clarity is the goal because it opens your mind to the possibilities of what your life can be with your financial house in order.
We create tax-efficient financial and retirement plans to help you prepare and provide for all of life’s seasons.
From tax preparation to small business payroll, we provide comprehensive individual and small business services.
Enrolling in Medicare may be the most complicated thing you will ever do regarding your health care. We are Medicare specialists, let us help you quiet the noise and make better informed decisions.