Contact Us
205.969.8011
croemen@meritfa.com
205.969.8011
croemen@meritfa.com
Meet Your Merit Wealth Manager
Hi, 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.
Hi, 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.
FOLLOW US ON SOCIAL MEDIA
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 nor endorsed by AT&T.