Mission & Vision
Our endeavor is to better the quality of our clients’ lives through our financial expertise and commitment to ensure proper planning, maintenance and achievement of their individual needs.
Allmerits Financial & Insurance Services, Inc. is independent financial agency which provides premier financial services including retirement planning, family & business protection, estate planning. As one of the fastest growing companies in the industry, we offer unbiased financial analysis and optimal customization services to meet the 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 our client’ financial goal. 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.
All of our recommended solutions are provided by top rated financial companies. Focused on the needs of the individual clients, we devise the optimal plan to achieve your financial goals.
We provide diverse education opportunities for our communities as follows: retirement planning seminar, money concept seminars, tax seminars for business owners, financial aid seminar/FAFSA completion workshop, estate planning seminar and youth money camp informational seminar.
Leading the industry with the innovative CRM software to provide continual support with highest client satisfaction. Financial plans require long term maintenance and CRM provides the foundation to achieve the goals of each client.
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 and Nationwide.