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Allmerits Financial
Protect your today and Plan your future
Not Just Another Advisor

Comprehensive and customized portfolio solutions to meet your unique goals

We Support
the Dreams and Challenges of Seniors

Asset Management

As a dedicated fiduciary, Allmerits Asset, LLC understands that each client's needs and situations are unique. We strive to help our clients to realize their goals and objectives based on each client's specific risk tolerance and investment time horizon regardless of market conditions.

Financial Planning

Life is full of decisions, getting married, having a child, buying a house, sending kids to college, retiring, etc. Let us help you make Informed decisions by providing you with the most up to date Financial Strategies.

Healthcare Plan

Allmerits Healthcare experts, the most reliable for Medicare agency, providing the most current insurance options and solutions. We will help you easier sign up for Medicare plan.

What We Do

We provide expert financial advice for businesses and individuals

About Us

Doing the right thing, at the right time.

Allmerits Financial & Insurance Services 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.

Our Partners

Our clients value our credibility, knowledge and value system centered around our goal of providing low risk, low volatility money management. Our greatest asset is the team of people committed to providing our clients with standout service.

Our aim is to improve the quality of our clien's lives through our financial expertise and commitment, and ensure proper planning, maintenance and achievement of their individual financial goals.

Our goal is providing an easier access to quality of care for beneficiaries and helping Medicare beneficiaries to find the right Medicare Plan.