Financial Services

Small Business Bookkeeping and Financial Strategic Support

I have a process to help clients build, manage, protect, preserve, and transition their wealth.

Commercial and Private Banking, Investments, Trusts, Wealth Planning

We Are Merit. Your trusted financial partner, providing the support you need to navigate life's challenges, transitions, and victories.

BMO Wealth Management provides a personalized approach to wealth services focusing on Insurance & Risk Management, Investment Management, Banking & Borrowing, Trust & Estate, Charitable Giving, Tax Planning Strategies, and Retirement Planning.

Do you ever wonder if you’re saving your money in all the right places…or are they the right places? Ever wonder what your financial options are? Would you like to know how all your pieces fit together? Take that burden off your shoulders; understand wh

Macro Asset Perspective® is a unique process incorporating principles of asset allocation relative to risk tolerance and tax retirement, enhance and maximize future net retirement income.

Financial Planning and Wealth Management

Summit Payments helps merchants succeed in an industry where the scales are often tipped against them. Merchant Services is more complex than it needs to be and not transparent. We will identify opportunities for you to be more efficient while reducing c

We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a dis

Wealth Management, Financial Planning

Holistic Wealth Management

We assist people to discover for themselves where they are leaking money unknowingly and unnecessarily.

Comprehensive Financial Planning for Families and Businesses

Financial Services

We do custom financial planning and investment management services for individuals, couples and small businesses. We offer over 100 different investment and insurance companies products so we customize the solutions to meet your specific goals.

Edward Jones is a different kind of investment firm. To us, face time and think time make sense. We meet with you to learn your individual needs so we can develop a strategy to help you achieve your long-term financial goals. So, whether you want to plan