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Services

Because we believe the most important person in this organization is the client, we provide a wide range of financial services tailored to fit your needs.  Melissa finds it best to develop a unique approach for each individual in order to use their funds to their best advantage.

To develop a financial plan for your future, it's important for your financial advisor to see a complete 360 degree view of your financial picture, including how your retirement assets are intergraded and work with one another.  If necessary, we can refer you to tax professionals or attorneys in our network to advise you on specific aspects of your financial plan.

Our Financial Products and Services

At Merchants Investment Services, we offer or can refer you to professionals providing the following services:

Investment ProductsInvestment Services
AnnuitiesBusiness Retirement Planning
Equities/StocksCash Management Programs
Fixed Income/BondsAdvisory Solutions
Mutual FundsIndividual Retirement Planning
Certificate of DepositsInvestor Education Programs
Investment Advisory AccountsMortgages
Traditional & Roth IRAsHome Equity Financing
401ks/SEPs/Simple Retirement PlansOnline Account Access
Direct InvestmentsPersonal Line of Credit
ETFs/REITs/UITsPortfolio and Retirement Reviews
Energy ProgramsRetirement Plan Rollovers & Consolidation
Term Life InsuranceSystematic Investing
Cash Value Life InsuranceCustomized Financial Plans
Disability Life InsuranceWealth Accumulation
Long Term Care InsuranceAsset Protection
Educational Savings PlanTax Planning
 Estate Planning
 IRA Legacy Planning
 Trust
 Probate
 Charitable Gifting
 Income Planning
 Medicare Planning