Wonderful company altogether. Great people, great insight into future financial comfort.

I have been with this company for years and have always been given excellent advice. They are easily accessible and very helpful.

Really disappointed in this business. I called because a friend said this place worked well for her. No call back. So my first impression of any place, determines whether or not I'll do business...

Good people, comfortable location. We've worked with Merritt for a couple of decades. And are in good shape as we head into retirement.