What Clients Are Saying Merit Financial Advisors (GG)
5 /5 Darin Smith: I have been with Kris and Global Wealth Advisors for many years. They have helped me retire early at 57! The team at GWA is fantastic. From Kris, Tiffany to Kamryn, they make you feel informed and comforted.
5 /5 Glenn Garrett: We had a great meeting with Kris, Dani and Kamryn.
5 /5 Mike Price: I love working with Kris and Tiffany to manage my retirement finances.
5 /5 Anoop Prasanna: The team at GWA led by Kris is amazing! They take the time to learn more about you, your family, your personal and financial situation, and then work at the pace that best meets your needs. They provide sound financial advice, are available as needed for those critical decisions, and are truly committed to helping their clients achieve their financial goals.
5 /5 Barb H: I wouldnt have my account anywhere else. Kris has managed my portfolio with care and excellence throughout the volatility of the last decade. A well-balanced allocation has provided both peace of mind as well as steady growth that makes me feel well protected in my retirement.
Executive assistant Tiffany is friendly, accurate and available to help no matter what.
I am blessed to have them as my financial planning team!
Mark France I was very impressed by their receptionist at the knowledge she had about all the services they provide. This is the place to go for financial advice and assistance!
Mireya Lopez Every time I go in credit central the ladies are always welcoming. Today I had a little problem online came into the office and both Mary and Vero were very helpful
Kristina Martin I’ve been working with Ashley as my tax preparer for the past few years, and I couldn’t be more satisfied with the service. She consistently ensures that my taxes are accurate, up to date, and handled with the highest level of professionalism. The firm’s digital financial planner has also been a game-changer it’s clear, user-friendly, and essential for keeping my financial goals on track. Highly recommend EFC Firm for anyone looking for reliable and thorough tax and financial support.