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Investment Services

Investment Services

James Merkel, Financial Advisor


Whether you’re just starting out, saving for a once-in-a-lifetime event, or planning for retirement, investing for the future doesn’t have to feel overwhelming. We're committed to helping you every step of the way with a host of solutions to help you achieve your financial goals. 

  • Retirement Planning
  • Retirement Plan Rollovers
  • Estate Planning
  • Long-Term Care Insurance
  • Stocks, Bonds, Mutual Funds
  • Tax-free Income Investments
  • Tax-Efficient Growth Investments
  • College 529 Plans

As members of our community, we take pride in knowing we can help you pursue the type of financial future you've always dreamed about. Meet with our Financial Advisor today and take the first step.