When we started Merit Financial Services, we had a singular goal, to provide financial guidance to our clients with merit. We do life together, our children or grandchildren are in the same schools or on the same teams, we see each other at church or in the grocery store. You are part of our family and we are honored to be a part of yours.
As family, we want what's best for you so we aim to provide you with the knowledge and tools to make wise, well-informed choices for your financial future.
Financial Services
We create tax-efficient financial and retirement plans to help you prepare and provide for all of life’s seasons.
Tax Services
From tax preparation to small business payroll, we provide comprehensive individual and small business services.
Medicare Services
Enrolling in Medicare may be the most complicated thing you will ever do regarding your health care. We are Medicare specialists, let us help you quiet the noise and make better informed decisions.