At Merit Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Tustin, CA area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
What financial services does Merit Wealth Management offer?
Merit Wealth Management offers services including investment management, intergenerational planning, employee stock options, divorce financial planning, charitable giving, small business services, and insurance.
Where is Merit Wealth Management located?
Merit Wealth Management is located at 14771 Plaza Dr, Ste F, Tustin, CA 92780, USA.
What are the business hours of Merit Wealth Management?
Merit Wealth Management operates Monday through Friday from 9:00 AM to 5:00 PM and is closed on Saturdays and Sundays.
Does Merit Wealth Management offer online appointments?
Yes, Merit Wealth Management offers online appointments as well as onsite services.
How can I contact Merit Wealth Management?
You can contact Merit Wealth Management by phone at +1 949-258-6612 or via email at MeritWealthManagement@ampf.com.
Where can I find more information about the credentials of Merit Wealth Management advisors?
More information about the credentials of Merit Wealth Management advisors is available at FINRA's BrokerCheck website: http://brokercheck.finra.org/
Are there other financial advisors near Merit Wealth Management in Tustin?
Yes, nearby financial advisors include John Wende, Johny Makhijani, Sandeep Madhavan, and Clifford Breeden, all part of Ameriprise Financial Services, LLC.
What legal and estate planning services are available near Merit Wealth Management?
Nearby legal and estate planning services include Hunsberger Dunn LLP, Joel F Pipes & Associates, and Rehmani & Associates, who specialize in wills, trusts, probate, and legal services.
Are there wellness and mental health professionals near Merit Wealth Management?
Yes, nearby wellness and mental health providers include Beacon Jinice, Suzanne M. Zetz, Joseph Jardine Family and Child Therapy, Inc., Glenn McClellan, and Ortiz Psychological Services.
Can customers visit other local businesses near Merit Wealth Management for lifestyle needs?
Yes, customers can visit various nearby businesses such as Manassero Farms Market for fresh produce, Le Petit Salon for nail services, and Cranberries The Salon for hair care and styling.