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Help us make it rightMerit Financial Services has roots going back many years with the goal of assisting our clients in every aspect of their financial lives. We take pride in offering some of the most personal service available and this has earned us the reputation for excellence in our industry. We are committed to putting quality service and objective advice first to help you create a financial plan for not only...
Full Service Tax, Bookkeeping, and Financial Services
We have outgrown our payroll abilities. We went with Merit Accounting because of their personal feel. We also knew that with their 30+ years of experience we would be in good hands. We do not regret our decision to let Merit manage our payroll needs, it has allowed us to get back to focusing on growing our business.
I love having my finanical advisor be local and serving in this community. He understands what I am trying to achieve with my financial goals. Its so great that my financial guy is also my tax guy and I don't have to go several different places to get my finances in order. The staff at Merit Financial is very friendly and exceptionally helpful, I highly recommend them to anyone seeking...
Friendly, attentive and quality individuals. After meeting with several advisors, I went with Merit. They were concerned about more than my accounts and getting a commission. They made sure I understood what each investment would mean to me. I appreciated their transparency.
We are a newer business and have outgrown our payroll abilities. We went with Merit Accounting and Financial Services because of their personal feel coupled with their 30+ years of payroll knowledge. We do not regret our decision to let Merit manage our payroll needs. We do better job with our sales as a result.
Having your tax and financial needs in one location is wonderful. Having my taxman know my financial goals was impressive, just as was it was when my financial guy showed me the tax consequences of my investments. They are not your typical group! From investments to taxes they set themselves apart.
Merit Financial Services is all about independent investing and how we approach financial planning. Client options are large in scope but our focus is on results.
Tax Consulting, Retirement & Estate Planning, Registered Investment Advisor, Pension Plans, Payroll Services, Long Term Care, Life Insurance, Investments, Independent Financial Planning, Financial Consulting, Business and Personal Tax Preparation, Bookkeeping, Electronic Filing, Efile, Designated Tax Consultant
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