205.969.8011
croemen@meritfa.com
We Plan For What Matters To You Most
Planning for your financial future is challenging, but we can help. At Merit, we are all about relationships and helping you build your financial legacy. That starts by partnering with you, complimentarily, for at least five years before your retirement to help prepare you for what lies ahead.
Invest in your future with a dedicated financial planning team who can teach you how to protect and preserve your wealth.
We look forward to meeting you soon!
Hello, I'm Billy, and I'm here to help you with all things AT&T and more. Having worked with AT&T retirees and current employees over the last decade, I know understanding your benefits plans takes a lot of work. I can help you make sense of your benefits and the complex decisions involved in planning your retirement.
What are your goals and objectives? The relationships I've built with my clients over the years have shown me that wealth management goes beyond investing your money. Together, we will craft a solid financial plan to fulfill what matters most to you.
Join one of our upcoming events or schedule your complimentary consultation, and let's get you ready for what lies ahead.
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Securities offered through LPL Financial, member FINRA /SIPC . Investment advice offered through Merit Financial Group, LLC., a registered investment advisor. Merit Financial Group, LLC and Merit Financial Advisors are not affiliated with LPL Financial. Merit Financial Group, LLC, Merit Financial Advisors, and LPL Financial are not affiliated with nor endorsed by AT&T.