We are a full-service insurance brokerage and experienced wealth professionals.
Life Insurance: This is the most important service we provide because it helps protect my clients' family and businesses. It's a crucial component of any estate plan.
Health Insurance: Individual, family, or business - We are the trusted source with 15 years of experience
Affordable dental plans: Dental care is critical but often very expensive. We have plans starting at just $13 a month.
Disability Insurance: If you are ever unable to earn a paycheck, this policy will cover most of your bills/living expenses and bring you peace of mind.
Long Term Care: Plan for your future now so you can protect your assets later.
Tax Favored Retirement Strategies: We educate our clients on retirement tax traps and how to avoid them; most people have no idea of their tax liability and it costs them dearly.
Merritt Financial Services
701 Palomar Airport Rd.
Carlsbad, CA 92011
Phone: (760) 444-4000
Fax: (760) 444-4002