Merit Financial Advisors
Categories

Financial & Investment ServicesCertified Financial PlannerEstate PlanningFinancial FocusInvestmentsMedicareMulti Families PlanningMulti-Generational Family PlanningRetirement PlanningStrategic PlanningWealth Management

About Us

A financial services firm that seeks to establish, educate, and satisfy the financial goals of individuals in and approaching retirement. Our desire is to partner with you, balancing tactical advice with innovative strategy. We are striving to change the way relationships operate within the financial industry. Accomplishing this by creating long-lasting multi-generational partnerships.

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Merit Financial Group, LLC, an SEC registered investment adviser. Merit Financial Group, LLC and Merit are separate entities from LPL Financial.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

https://www.finra.org/#/
https://www.sipc.org/

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Rep/Contact Info

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Billy Focia
Wealth Manager
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Crista Roemen
Client Development Manager