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 Products | Investment Services |
| Annuities | Business Retirement Planning |
| Equities/Stocks | Cash Management Programs |
| Fixed Income/Bonds | Advisory Solutions |
| Mutual Funds | Individual Retirement Planning |
| Certificate of Deposits | Investor Education Programs |
| Investment Advisory Accounts | Mortgages |
| Traditional & Roth IRAs | Home Equity Financing |
| 401ks/SEPs/Simple Retirement Plans | Online Account Access |
| Direct Investments | Personal Line of Credit |
| ETFs/REITs/UITs | Portfolio and Retirement Reviews |
| Energy Programs | Retirement Plan Rollovers & Consolidation |
| Term Life Insurance | Systematic Investing |
| Cash Value Life Insurance | Customized Financial Plans |
| Disability Life Insurance | Wealth Accumulation |
| Long Term Care Insurance | Asset Protection |
| Educational Savings Plan | Tax Planning |
| Estate Planning | |
| IRA Legacy Planning | |
| Trust | |
| Probate | |
| Charitable Gifting | |
| Income Planning | |
| Medicare Planning |