Financial Advisors of Raleigh

(919) 606-0539 www.merrittwealth.com »

3356 Six Forks RoadRaleigh, NC 27609   map »

Business overview

We are independent financial advisors who offer a wide variety of comprehensive financial planning. Investment services include (but are not limited to) advice on IRAs (Roth and Traditional), 401(k)'s, Company retirement plans, Estate Planning, Long Term Care Insurance and Life Insurance. We serve Raleigh, Zebulon, Knightdale, Wendell, Wake Forest, Durham, Morrisville, Smithfield, Selma, Cary, Apex, Youngsville, Clayton, Garner and Creedmoor. The advantage we have as independent financial.. advisors is that we can come see you. For more information on us, please visit our website at www.merrittwealth.com.

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Investments

  • Annuities
  • Bonds
  • CDs
  • Government Securities
  • IRAs
  • Municipal Securities
  • Mutual Funds
  • Retirement Plans
  • Stocks
  • Tax-Exempt Securities

Services

  • Brokerage Services
  • Insurance Brokerage Services

Minimum Investment

  • No

Planning Types

  • Asset & Portfolio Management
  • Educational Savings Plans
  • Estate Planning
  • Financial Planning
  • Insurance Planning
  • Investment Planning
  • Retirement Account Rollover Plans
  • Retirement Planning

Certifications

  • Registered Financial Planner
  • Registered Investment Advisor

Hours of Operation

  • MON
  • 8:00am
  • 6:00pm
  • TUE
  • 8:00am
  • 6:00pm
  • WED
  • 8:00am
  • 6:00pm
  • THU
  • 8:00am
  • 6:00pm
  • FRI
  • 8:00am
  • 6:00pm
  • SAT
  • 9:00pm
  • 1:00pm
  • SUN
  • 1:00pm
  • 5:00pm

* By Appointment Only

Payments Accepted

  • Personal Checks

Year Established

2005

Languages Spoken

  • English

Reviews

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Reviews

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