Merit

Merit is a retirement planning firm that seeks to establish, educate, and satisfy the financial goals of individuals in and approaching retirement.We focus on providing reliable and objective financial advice by establishing a genuine and long-lasting relationship with our clients. We administer an array of financial services, which focuses on our client’s personal growth along with their financial goals. We have offices located in Alpharetta, GA; Birmingham, AL; Charlotte, NC; Davidson, NC; Frisco, TX; Jacksonville, FL; Sandy Springs, GA; Southlake, TX; Wilton, CTSecurities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Merit Financial Group, LLC, an SEC registered investment adviser. Merit Financial Group, Merit, Botsford Private Wealth, Worksite Financial Wellness, and Independent Advisor Partners are entities from LPL Financial. www.finra.org | www.sipc.orgThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.meritfa.com