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Meritus Financial Group, Inc.


Meritus Financial Group, Inc. is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
 
The firm provides a broad range of investment services within a traditional brokerage environment. Their offer fee based consulting services in the areas of Investments, Retirement Planning, Estate Planning, Tax Planning and Preparation, and Financial Planning through their affiliate, Meritus Capital Management. They provide service in Retirement, Estate, Tax, Investments Planning, etc.
 
The firm offers can only be made in the states where the Advisor and/or Broker/Dealer or Broker/Dealer Agent is registered, or where an exemption from such registration is available. Individual responses to persons in this state by such Broker-Dealer, Investment Advisor, Broker Dealer Agent or Investment Advisor Representative that involves either the effecting or attempting to effect transactions in securities, or the rendering of personal investment advice for compensation, as may be, will not be made absent compliance with state Broker-Dealer, Investment Advisor, Broker Dealer Agent or Investment Advisor Representative registration requirements, or an applicable exemption or exclusion.
 
The firm has provided confidential, professional Financial Planning and Wealth Advisory Services to hundreds of individuals and families, as well as to a growing number of small and mid-size businesses. Their ability to spot and adapt to such changes can often provide us with a significant advantage.

Their mission is to add financial growth and stability to provide financial affairs and by so doing to add an extra measure of peace of mind to your life. The company has committed themselves to the success of the business, to the pursuit of excellence, to the safety of employees, and to providing industry leading quality of service to customers. 

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