Merit Advisors LLC - Westerville, Ohio

Merit Advisors LLC - Your Trusted Financial Advisor

Merit Advisors LLC, located at 501 W Schrock Rd #100, Westerville, OH 43081, is a reputable financial advisor specializing in providing comprehensive financial planning services. With a phone number of 46863748 and a website at meritadvisorsllc.com, Merit Advisors LLC is dedicated to helping clients achieve their financial goals.

The company offers a range of services, including investment management, retirement planning, estate planning, and tax planning. Their team of experienced financial advisors works closely with clients to develop personalized strategies tailored to their unique financial situations and objectives.

In addition to their expertise, Merit Advisors LLC is committed to providing exceptional customer service. They offer onsite services, ensuring that clients receive the attention and support they need. The office is also wheelchair accessible, featuring an accessible entrance and parking lot, as well as a wheelchair accessible restroom.

With a strong focus on client satisfaction, Merit Advisors LLC has earned a excellent reputation in the industry. The company has received 12 reviews on Google My Business, with an impressive average rating of 4.7 out of 5 stars. This demonstrates the high level of trust and confidence clients have in Merit Advisors LLC and their services.

Why Choose Merit Advisors LLC

• Experienced team of financial advisors
• Personalized financial planning strategies
• Comprehensive range of financial services
• Exceptional customer service
• Wheelchair accessible office

If you are looking for a reliable and knowledgeable financial advisor, Merit Advisors LLC is the perfect choice. With their expertise, personalized approach, and commitment to client satisfaction, they can help you achieve your financial goals and secure your financial future.

👍 Reviews of Merit Advisors LLC

Lisa C.

5/5

I was inspired by the Psychology of Retirement movie as well as the seminar and personal one -on - one discussion. It shows dedication and professionalism thru market research dislayed in various topics applicable to retirees. I appreciate the patience obtained, knowledge provided, handouts disbursed for the iindividual journey for the path to what the future looks like personally. I received valuable suggestions for a tax approach and savings plan. Priceless. Thank you for your service. I will reschedule an appointment in six months. Have a great day, and holidays. Remember, Life life to the fullest. After All, You Only Get One!

Michelle S.

5/5

I'm so grateful to have found Merit Advisors LLC. I had a few 401Ks from different employers that were just sitting there, and they help me move the funds to a traditional IRA and are making that money work for me. They also introduced me to Indexed Universal Life Insurance, which also provides a lot of security for my retirement. They're very knowledgeable and personable, and I feel my future is in good hands with their guidance. They're very responsive via phone or email. Thank you JB, Jason and Leanne! Recommend!

Michael F.

5/5

My wife and I have been with Merit Advisors LLC for nearly three years and we have been extremely happy with their services. Anthony Mampieri is our financial advisor and he has been exceptional. His knowledge and insight has led us to some very profitable gains. We would highly recommend that you research their services and create a better financial future for yourself with them.

Nathan H.

5/5

My family has worked with Merit Advisors for years. Due to the teams innovative and strategic approach to our finances our investments have thrived (when the market has been good and bad). They understand how to navigate through the complexities of taxation, and they know how to make your money work for you. I really believe in what Merit Advisors are doing, and I would highly recommend them to anyone who is serious about their investments.

Curtis C.

5/5

I highly recommend putting your trust in Merit Advisors. They realize there is no "one size fits all" approach to managing their clients' money. Our advisor, Anthony always makes us feel like we are his only customer with the level of prompt, friendly service he provides. J.B. and Jason are first class as well. Can't recommend them highly enough.

Terri B.

5/5

Our Merit Advisor, Jason Parrish certainly deserves a 5- STAR rating due to the great advice he gives us! He is a great listener, knowledgeable in the field, and resourceful. Our portfolio has grown substantially under his care. I really appreciate his responsiveness when we have questions.

Mike D.

5/5

Ratings online can be useful tools when evaluating businesses and services. When an evaluator spends time to write an evaluation, I consider that a true test of the evaluation. My experience with J.B. and Susan goes back before Merit Advisors. J.B. has always been available to answer questions and advise, and he does so in a considerate, compassionate, personable manner. It's as though he became part of my family and takes interest in me accordingly. As a retired blue collar worker, I began using J.B. as an advisor while still employed and have acquired a portfolio for my retirement that I never imagined and would not have been possible without his advice. My wife and I have come to know J.B. and Susan over the years and consider it a real privilege and think of them as friends.

Jeremy W.

5/5

I've trusted the experienced advisors at Merit Advisors for almost 10 years. They listen to your short/long term financial goals..... guide, advise, and educate you along the way to set you up for success. When considering a financial expert, I recommend the advisors at MA.LLC.