Let Us Help You Plan for the Future
As independent financial and insurance professionals and active
members of the community, Spencer Merritt is dedicated to helping individuals, families, and businesses attain peace of mind and financial freedom.
For over 15 years, Spencer has studied the characteristics of wealth accumulation vehicles and have come to the conclusion that there’s an underlining commonality with the individuals who are best positioned for financial success. All of these individuals have been educated on the financial principles of how to grow, protect, and transfer wealth.
Merritt Financial Services
701 Palomar Airport Rd.
Carlsbad, CA 92011
Phone: (760) 444-4000
Fax: (760) 444-4002