Merit Financial Partners, LLC

Merit Financial Partners, LLC is an independent, fee only financial planning and investment advisory firm with locations in New York and Connecticut.

 

We specialize in helping couples and individuals navigate financial decisions throughout life transitions. Whether you are preparing for retirement, negotiating a marriage, blended family or divorce, or adjusting to widowhood, we are with you every step of the way.

 

We offer comprehensive financial planning, investment management and tax planning services. Specialties include: asset allocation and portfolio design,investment management and advisory, tax planning, insurance and estate planning, retirement planning, divorce financial planning and college financial planning. 

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Advisors at this Office

Advisors at Other Firm Offices

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This Office

315 Madison Ave Ste 3015 New York, NY 10017-5405 Phone: (203) 221-2799

Primary Office

191 Post Rd W Westport, CT 06880-4625 Phone: (203) 221-2799

Other Offices

290 Silver Spring Rd Ridgefield, CT 06877-5419 Phone: (203) 221-2799
6964 Grand Ave Maspeth, NY 11378-1828 Phone: (718) 898-0871
315 Madison Ave Ste 3015 New York, NY 10017-5405 Phone: (203) 221-2799