To help our clients plan and prepare for their future by providing professional, trusted and quality services.
Vision Statement
Our vision at Allmerits Financial is to become a trusted brand for every household by diligently providing the highest quality service knowledgeably, intelligently, and professionally.
Allmerits Asset
As an Independent RIA, Allmerits Asset, LLC, has built and refined a process to be more than just another advisor. We offer a dynamic global approach to managing your money, not constrained to any one style of investing or to any one sector, or to any one strategy. We have portfolio strategies for all market conditions and investor objectives. Our mission is centered around helping our clients to realize their goals and objectives. Allmerits advisors are fully equipped to deliver the highest level of service possible to our clients.
Allmerits Asset's 401(k) Team
Composed of knowledgeable and dedicated specialists, who are committed
to assist the sponsors and their employees in planning for present and future.
We help to simplify and efficiently manage retirement plans.
We support to improve employees' participation and retention.
We assist employers to manage their highly-demanding fiduciary obligations.
Why Allmerits Asset?
We help you to keep your balance with services that continually monitor;
Employee performance and engagements
Plan design and benefit trends updates
Ways to manage costs
Investment performance and flexibility
Regulatory changes and updates
Allmerits Financial
Allmerits Financial & Insurance Services has proudly serving the community since 2015. Since then it has been recognized as top 10 agency from multiple insurance carriers such as AIG. Also Allmerits was featured on Los Angeles Business Journal as one of the fasted growing and most influential agency.
Advantages
DIVERSIFIED FINANCIAL SERVICES
SUCCESSFUL FINANCIAL PLAN
FINANCIAL LITERACY ADVOCATE
INNOVATIVE CRM SYSTEM
Allmerits HealthCare
Allmerits HealthCare is composed with independent agents and agency partners. We provide top-tier commissions, Marketing support, training/certifications and CMS guideline review to ensure your sales are met with the highest standards.
Medicare is health insurance program for:
People 65 or older
Certain people under 65 with certain disabilities
People of all age with End-Stage Renal Disease(ESRD) (permanent kidney failure requiring dialysis or a kidney transplant)
Did you first get Medicare when you turned 65?
Are you gonna be out of group health insurance or have COBRA insurance?
Do you have diabetes or heart disease and want to join SNP?
Do you have Medicare and Medicaid at the same time and want to get extra benefits?
Do you have only Extra Help, Part D?
Service Areas
AL, AZ, CO, CA, FL, GA, HI, IL, MD, NC, NJ, NV, TX, VA, WA
