Merriman, Inc

Most people can benefit from the help of a financial advisor, either on an occasional basis or in a lasting relationship. But not all advisors are created equal. In this section of our online workshop, I’ll explain what to look for and how to avoid financial help that may lead you down the wrong path.

Watch Section 5: Finding the right financial advisor now.

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Merriman advisor Lowell Parker joins Paul to discuss 401khelp.com

Posted on 22. Mar, 2011 by Paul Merriman in Interview

Podcast: Play in new window | Download

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The benefits of a review meeting with your advisor

Posted on 15. Mar, 2011 by Heather White in Why Merriman

Working at Merriman has many great benefits because of the importance this company places on taking care of its employees creating a truly unique work environment. But one benefit that is often forgotten about is the fact that we also get to take advantage of our own services. It is so awesome to work at an office so rich with knowledge. I love sitting down with my own advisor, Phuc Dang, to go over my savings and expenses. Having a third party review my financial situation is extremely helpful – Phuc always finds a little something I missed, and can point out ways to use or save my money more wisely. (more…)

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