“I have been a Merit client for a few years now and found their staff to be friendly and professional. David and his colleagues help me and my family understand how to best prepare for our future and those of our kids. Our yearly reviews show us in detail where we stand and help us track changes in the market in and with investment choices. Overall we couldn't be happier!”
Financial Advising
Financial Advising
Financial Advising
“I have been a Merit client for a few years now and found their staff to be friendly and professional. David and his colleagues help me and my family understand how to best prepare for our future and those of our kids. Our yearly reviews show us in detail where we stand and help us track changes in the market in and with investment choices. Overall we couldn't be happier!”