top of page



1
Wealth Management
2
Risk Management
3
Assistance to Loved Ones
4
Retirement Planning
5
Income Tax Planning
6/7
Estate Planning & Added Value Services
Investment advice offered through Merit Financial Group, LLC, an SEC-registered investment adviser. Securities offered through Purshe Kaplan Sterling Investments (“PKS”), Member FINRA/SIPC, headquartered at 80 State Street Albany, NY 12207. Merit Financial Group, LLC, Merit Financial Advisors, and PKS are separate entities and unaffiliated.
bottom of page