Merit Financial Advisors

Grid Insight

About

Merit Financial Advisors' mission is focused on growth - both supporting clients in exceeding their financial goals and supporting advisors in evolving and expanding their Financial Advisors supports advisors affiliated with independent broker-dealers, as well as those who are...

Why employee ownership

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Focus on EO

Partial

Services and Fees

Finance: Commercial Banking, Lending, Underwriting

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Organization type

Service Provider
Capital Provider

Services Offered

Finance: Accounting & Taxation
Certified Business Appraiser
Employee Benefits
EO Accounting & Taxation
Insurance Broker
Investment Banking, Deal Structuring
Capital Provider: Business Valuation & Appraisals
Funding Technical Assistance

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Details

Location: Alpharetta, GA, USA
Industry sector: Financial Svcs. (Non-bank & Insurance)
Focus on EO: Partial
Funding source: Other

Affiliated Organizations

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Curators(2)

People who have contributed edits to this page.

Apr 25Adam Sandler+16/−0•Unknown+273/−0

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