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Financial & Investment ServicesCertified Financial PlannerEstate PlanningFinancial FocusInvestmentsMedicareMulti Families PlanningMulti-Generational Family PlanningRetirement PlanningStrategic PlanningWealth Management
- 3595 Grandview Parkway, Suite 425 BIRMINGHAM AL 35243-1934
- (205) 969-8011
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Hours:
Monday-Friday: 8:00 am - 4:30 pm CST
Driving Directions:
From The Summit on Hwy 280, cross over the I-459 bridge. At the second traffic light, turn left onto Grandview Pkwy, at the big Marriott. Take your first left on Grandview Pkwy at Grand Building.
About Us
Invest in your future with a dedicated financial team who can teach you how to protect and preserve your wealth. At Merit, we plan for what matters to you most. We work hard to earn your trust by providing you with an unmatched selection of services to help you meet your financial and personal goals. Let us help get you ready for what lies ahead!
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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