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Merit Financial Advisors
- Investment Service
- Maitland, FL
About this business
Merit Financial Advisors is a group of like-minded professionals that strive to offer exceptional financial planning services. Merit’s employees prioritize working as a team to maximize their intellectual resources in order to best serve their clients. By always putting the interest of their clients ahead of their own, Merit holds itself to a Fiduciary standard, both contractually with their clients and simply because they believe it is the right way to do business. Please note our other location at: 4400 North Highway 19A ... read more
Location details
1060 Maitland Center Commons, Suite 360, Maitland, FL, 32751, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
We were looking for a financial advisor about 8yrs ago when our lives changed drastically after I was divorced and my friend widowed. We were overwhelmed and needed someone we could trust to guide us in managing our assets for our future. We were referred to Merit Wealth Advisors and reached out to them for a consultation. They spent quite some time speaking with us, reviewing our needs and sorting out our options. We’ve never looked back. We’ve been made to feel comfortable and safe that our assets have been placed in the b... read more
Incredible team at Merit Wealth Advisors! Our entire family have been guided to comfortable retirement savings for over 20 years now. David Schlitt and his team have made us feel comfortable to discuss everything financial growth. They are trustworthy and I would (I have) recommend/ed them to anyone happily.
I've had the pleasure of working with both David Schlitt and Sol Shen for multiple years now. I find them to be personable, highly knowledgeable, accessible and able to break complicated financial advice down into understandable and actionable plans. They are clearly service-driven and I actively refer clients over to them whenever anyone I know needs financial advising.
Highly professional, attentive, and personalized financial guidance and planning! These folks really know their stuff and have amazed me for more than a decade with their knowledge, proactive approach and, in my opinion, industry leading methods. They keep a keen eye on the global market and trends and then contextualize it to your portfolio and goals. Highly, highly recommended!
Highly recommend for the personalized planning and great service. Always responsive to our questions and helped put my personal finances on a solid plan. They really look at the big picture, which gives me a lot of confidence as an investor.
Frequently asked questions about Merit Financial Advisors
How is Merit Financial Advisors rated?
Merit Financial Advisors has a 5 star rating with 10 reviews.
When is Merit Financial Advisors open?
Merit Financial Advisors is open now. It will close at 5:00 p.m.