Services

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.

 

Auto and Home Insurance: We will be happy to review your present policies to see if you can save money on what you are currently spending and potentially improve your coverage.

 

Business Insurance and Worker's Comp: We can help with General Liability, Product Liability, E&O, Worker's Comp, and other types of business insurance needs

Contact Us

Merritt Financial Services
701 Palomar Airport Rd.
Suite 300
Carlsbad, CA 92011


Phone: (760) 444-4000

Fax: (760) 444-4002

E-mail: info@merrittfinancialservices.com

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