Merit Wealth Advisors - Maitland, Florida

Merit Wealth Advisors: A Trustworthy Financial Planning Partner

Located at 1060 Maitland Center Commons Blvd #365, Maitland, FL 32751, United States, Merit Wealth Advisors stands out as a reliable financial planner service provider. With a phone number readily available at 407-661-1225, potential clients can easily reach out to schedule a consultation. Their professional webpage, meritwa.com, offers a comprehensive look into their services and approach to wealth management.

Key Features and Highlights:

- Accessibility: Merit Wealth Advisors ensures a welcoming environment for everyone. Their facility is wheelchair-accessible, featuring a car park, entrance, and toilet that cater to individuals with mobility needs. This inclusivity demonstrates their commitment to serving their entire community.
- Convenient Appointments: Understanding the value of time, they require an appointment for visits but highly recommend scheduling one to ensure personalized attention.
- Online Presence: With an online platform, clients can easily reach out or manage their appointments through their website. This digital convenience is a modern touch that enhances client experience.
- Positive Reputation: boasting 12 reviews on Google My Business, clients have left an average rating of 4.7/5. This speaks volumes about the quality of service and client satisfaction they deliver.

For Those Considering Merit Wealth Advisors:

- Financial Planning Expertise: Their specialization as a financial planner means they're equipped to guide individuals and families through complex financial landscapes, offering tailored advice to meet specific goals.
- Appointment System: While they may require an appointment, this ensures that clients receive dedicated time and attention, which is crucial for comprehensive financial planning.
- Accessibility Considerations: The wheelchair-accessible features make their service welcoming to a broader audience, ensuring comfort and ease of access for all clients.

Final Recommendation:

If you're looking for a trusted financial advisor who combines expertise with accessibility and a commitment to customer satisfaction, Merit Wealth Advisors is certainly worth considering. Their positive reviews and emphasis on accessibility make them a standout choice in the Maitland area. To start your journey towards financial peace of mind, consider visiting their website at meritwa.com to learn more and perhaps schedule an appointment. Don't miss this opportunity to work with a team dedicated to your financial prosperity.

👍 Reviews of Merit Wealth Advisors

Maureen M.

5/5

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 best hands.
If you are looking for trustworthy, intelligent and honest people we truly recommend Merit Wealth Advisors. They have proven to be compassionate and very caring about us & our future.
We rate them 5*

Jack E.

5/5

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.

Greg W.

5/5

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.

Russ W.

5/5

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!

David S.

5/5

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.

Madeline W.

5/5

This very professional, very trustworthy company continues to help me make smart financial decisions. I was recommended to Merit Wealth Advisors by a friend and I can confidently say they did not disappoint.

Gia G.

5/5

Honest, transparent, and attentive. They are thorough and knowledgeable with financial planning. They both bring new ideas as well as listen to your preferences. Highly recommend!

Chris K.

5/5

I have been a client for 10+ years and they are smart, professional and incredibly personal as well. They remember what my priorities are and help me make the right financial decisions accordingly. Highly recommended!