Merit Financial Group, LLC

( 1 Reviews )

4235 South Stream Boulevard Suite 100 , Suite 100
Charlotte, NC 28217
(704) 357-8500
Website

Financial services firm located in Charlotte, NC

Listing Incorrect?

Hours

Tuesday:

8:30 AM - 4:30 PM

Wednesday:

8:30 AM - 4:30 PM

Thursday:

8:30 AM - 4:30 PM

Friday:

8:30 AM - 4:30 PM

Saturday:

Closed

Sunday:

Closed

Monday:

8:30 AM - 4:30 PM

CALL DIRECTIONS WEBSITE REVIEWS

Chamber Rating

Verified Member

5.0 - (1 reviews)

About
^{Merit Financial Group, LLC}

MERIT FINANCIAL ADVISORS We entered this industry because we knew we could offer financial planning advice in an authentic and expert way. Instead of focusing on our commissions or a large institution, we focus all of our energy on our clients and serve them first. Our clients know that they are in good hands because they receive personalized service and customized solutions. While developing a customized financial program, we walk you through a step-by-step process designed to help you feel confident in your decisions. Weâ€™ll provide you with a complete and accurate assessment of where you are today and what you need to do to reach retirement. Our plans are based around the â€œwhat ifsâ€ of life and can be adjusted as life situations change.

Contact Info

(704) 357-8500
Website
Facebook

Services

Income Planning
Benefits Plan Optimization
Social Security
Investments and Asset Management
Insurance
Estate Planning

Questions & Answers

Q What is the phone number for Merit Financial Group, LLC?

A The phone number for Merit Financial Group, LLC is: (704) 357-8500.

Q Where is Merit Financial Group, LLC located?

A Merit Financial Group, LLC is located at 4235 South Stream Boulevard Suite 100, Suite 100, Charlotte, NC 28217

Q What is the internet address for Merit Financial Group, LLC?

A The website (URL) for Merit Financial Group, LLC is: http://www.sharpadvisors.net/

Q What days are Merit Financial Group, LLC open?

A Merit Financial Group, LLC is open:
Tuesday: 8:30 AM - 4:30 PM
Wednesday: 8:30 AM - 4:30 PM
Thursday: 8:30 AM - 4:30 PM
Friday: 8:30 AM - 4:30 PM
Saturday: Closed
Sunday: Closed
Monday: 8:30 AM - 4:30 PM

Q How is Merit Financial Group, LLC rated?

A Merit Financial Group, LLC has a 5.0 Star Rating from 1 reviewers.

Hours

Tuesday:

8:30 AM - 4:30 PM

Wednesday:

8:30 AM - 4:30 PM

Thursday:

8:30 AM - 4:30 PM

Friday:

8:30 AM - 4:30 PM

Saturday:

Closed

Sunday:

Closed

Monday:

8:30 AM - 4:30 PM

Ratings and Reviews
^{Merit Financial Group, LLC}

Overall Rating

( 1 Reviews )

Write a Review

Pamela Greenwood _{on Google}

Nov 23rd, 2020

We highly recommend Sharp Advisors. Kelly Straub has vast experience and is an expert in finance. His staff is terrific, Margarite is not only very knowledgeable and professional, but is very responsive whenever we have a question or need guidance. We feel confident and comfortable with Sharp Advisors managing our funds for our retirement.

Overall Rating

( 1 Reviews )

Merit Financial Group, LLC