Selecting an investment advisor can be a daunting task, especially in today’s environment. With investment scandals surfacing all over the country, it is as important as ever to make sure the advisor you hire has only your best interests at heart. We have assembled this list of questions you should ask us or any other advisory firm you are considering.
Getting started is easy with Merriman.
The first step in becoming a Merriman client is to meet with one of our financial advisors for a free initial consultation. It can be either at our office in Seattle or by telephone. They will review your current financial picture, define your goals, answer your questions and provide you with no-strings-attached recommendations.
Choosing to work with us is a two-way street: we want to make sure we can perform the right job for you just as much as you want to make sure hiring Merriman satisfies your needs. We find that clients who benefit most from our services have greater than $500,000 in investable assets or are nearing retirement. If you are not quite there yet, we hope you will take advantage of the free educational resources we offer in the ‘learn about investing’ section of our website to help you on your way.
To request a free consultation with a Merriman advisor, click here or call us at 1.800.423.4893. We look forward to speaking with you.