MERRITT WEALTH STRATEGIES

Merritt Wealth Strategies was founded with the goal of assisting our clients in every aspect of their financial lives. We believe, we've provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial independence... Merritt Wealth Strategies is a father-son collaboration of Les and Dale Merritt formed in 2005 to provide investment, insurance and retirement services to residents in the Triangle, Eastern Wake County and Johnston County... Securities and Investment Advisory Services offered through Osaic Wealth Securities, Inc., a registered broker-dealer and SEC-registered investment advisor and Member FINRA and SIPC. Merritt Wealth Strategies is not affiliated with Osaic Wealth Securities or registered as a broker dealer or investment advisor.

Primary location: Raleigh United States