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Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

With You in Mind

With You in Mind

Our business is built on a foundation of thoughtful client relationships.

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A helping hand. A personal approach.

We had the honor to be featured in an article by Leading Women in Business. Feel free to take a look in the link below.

Planning your financial future can be overwhelming. Let Ann Merkley and her compassionate team walk you through the options that best benefit your situation.

"It doesn't matter where you are in your financial journey," Ann says. "We can help move you along."

Our team will work with you to assess your situation, identify your goals, understand your options and develop a plan. There's no judgement here. Have bad credit? Overspent in the past? Afraid you've waited too long to start saving? Life is full of lessons that can create positive changes in your financial life. 

We work with people from all kinds of backgrounds, income levels and family situations, with a special emphasis on women, families and senior adults. Whether your concerns include planning for retirement, accumulating wealth, protecting your assets, estate planning or elder care issues, we are here for you.

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Building Strategies for your Financial Future

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Independence

Trust

Goals

Strategies

Management

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Client Centered

Client Centered

Our business is built on a foundation of thoughtful client relationships.

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