Merit Financial Advisors
- Financial Services, Retirement Planning
Merit Financial Advisors helps you to identify when to sit with the uncertainties and the unknown, and when to move forward and make decisions. We recognize that whether your life event is planned or unexpected, both the financial and personal aspects of your transition are equally important and equally complex. To help you pursue the optimal long-term solution, we help you address both sides of change so that you can make smart decisions about money management, insurance and investments. We specialize in helping clients facing life’s pivotal events to strive for peace in the present moment and confidence about their futures. Our trusted guides can help you avoid costly mistakes and turn this time of transition into one of opportunity and growth.
- Loss of a Spouse
- Gifting/Planning a Legacy
- Job Change/Executive Benefits
Whom to Contact
- Heather PeeryClient Development Manager2625 E. Southlake BlvdSuite 100Southlake, TX 76092Phone: (817) 267-9480