Mission & Vision
Our aim is to improve the quality of our client’s lives through our financial expertise and commitment, and ensure proper planning, maintenance and achievement of their individual financial goals.
Allmerits Financial & Insurance Services, Inc. is independent financial agency which provides premier financial services including retirement planning, families and businesses protection, college savings and estate planning. As one of the fastest growing companies in the industry, we offer unbiased financial analyses and optimal customization services to meet our clients’ objectives. We partner with companies with highest financial ratings to secure our clients’ assets and wealth.
The Allmerits Financial & Insurance Services, Inc. difference
As a dedicated independent financial professional, we recognizes that each client’s needs are unique. Allmerits Financial & Insurance Services, Inc. customizes solutions to help meet each individual’s financial goals. Allemerits approach strives to preserve and grow wealth across all market cycles while minimizing losses. Special consideration is always given to each client’s specific risk tolerance and financial goals.
From retirement planning and annuities to life insurance and 401(k) rollovers, our recommended solutions are provided by top rated financial companies and focused on our individual clients’ needs.
We provide diverse education opportunities for clients and communities on retirement planning, money concepts, business taxation, the basic of financial aid, FAFSA completion, estate planning and youth money camp.
Leading the industry with the innovative CRM system, our software is designed to provide continuous support for the highest client satisfaction. Financial plans require long term maintenance and we provide solid foundation to achieve each client’s individual goals.
Investment advisory services offered through Allmerits Asset Management, LLC, a Registered Investment Adviser firm. Allmerits Asset Management does not provide legal or tax advice. Investment Adviser Representatives of Allmerits Asset Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and Annuity products are sold separately through Allmerits Financial and Insurance Service. Securities transactions for Allmerits Asset Management clients are through Trust Company of America, TD Ameritrade, Nationwide, John Hancock and American Funds.