Merit Financial Services

Finance · 11-50 Employees

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Overview

Phone Number

(541) 756-2252

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
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Jul
ZI Rank
1
1
1
1
1
1

About Merit Financial Services

Merit Investment Services offers comprehensive financial management services, including personalized investments, retirement planning, and insurance solutions. The company focuses on building long-term relationships with clients to help them identify their financial goals and create customized plans. They provide continuous monitoring and adjustments to ensure that clients' financial strategies align with their evolving needs. Their target clients are individuals seeking to simplify their financial lives through expert advice and tailored financial solutions.Explore more
Merit Financial Services's Social MediaPopular SearchesMerit Financial Services LLCMerit Accounting Services PCMerit Accounting and Financial ServicesMeritAFAccounting Services PCSIC Code 62,628NAICS Code 52,523Show more

Merit Financial Services Org Chart

PhoneEmail
RO

Business Owner

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Merit Financial Services

<$5M
11-50
Private
-
2008
RO
Rodney OlsonBusiness Owner
$5.1M
1-10
Private
-
2007
N/A
<$5M
1-10
Private
-
2010
SC
Scott ChapmanInvestment Advisor & Representative & Owner
<$5M
1-10
Private
-
2005
KH
Katherine HansonClient Services & Sales Assistant
<$5M
1-10
Private
-
2005
PF
Patricia FloraInvestment Advisor & Representative
<$5M
11-50
Private
-
-
MT
Macayla ThompsonOperations Associate
<$5M
1-10
Private
-
-
JL
Jeremy LaubIndependent Financial Advisor
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Merit Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Merit Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Merit Financial Services.

Merit Financial Services Tech Stack

A closer look at the technologies used by Merit Financial Services

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Frequently Asked Questions Regarding Merit Financial Services

What is Merit Financial Services's official website?
Merit Financial Services's official website is www.meritaf.com
What is Merit Financial Services's Revenue?
Merit Financial Services's revenue is <$5 Million
What is Merit Financial Services's SIC code?
Merit Financial Services's SIC: 62,628
What is Merit Financial Services's NAICS code?
Merit Financial Services's NAICS: 52,523
How many employees does Merit Financial Services have?
Merit Financial Services has 11-50 employees
What industry does Merit Financial Services belong to?
Merit Financial Services is in the industry of: Finance, Insurance, Securities Trading
What is Merit Financial Services competition?
Merit Financial Services top competitors include: Merritt Wealth, Lakeside Financial Consultants, Washo Financial, Chapman Financial Partners
What technology does Merit Financial Services use?
Some of the popular technologies that Merit Financial Services uses are: GoDaddy DNS, Amazon Web Hosting
How do I contact Merit Financial Services?
Merit Financial Services contact info: Phone number: (541) 756-2252 Website: www.meritaf.com
What does Merit Financial Services do?

Merit Investment Services offers comprehensive financial management services, including personalized investments, retirement planning, and insurance solutions. The company focuses on building long-term relationships with clients to help them identify their financial goals and create customized plans. They provide continuous monitoring and adjustmen... ts to ensure that clients' financial strategies align with their evolving needs. Their target clients are individuals seeking to simplify their financial lives through expert advice and tailored financial solutions.Read More

What are Merit Financial Services social media links?
Merit Financial Services Linkedin page Merit Financial Services Facebook page
Is Merit Financial Services a public company?
Merit Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Merit Financial Services

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