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: