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.

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

Contact Us To Get Your Free Consumer Guide, Proven Wealth Strategies

Or Your Free Personalized Wealth Report

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