John Meerscheidt Beatrice helped us understand the financial aid process from proper allocation of assets, to evaluation of the expected costs of various educational institutions, and preparation of the aid application package. Because of Beatrices assistance, our two children will get through college with a reasonable amount of debt. It has also been a pleasure to work with Beatrice and Judy.
Elijah Schultz This bank is a very nice bank, and they do have your back, family friendly and positive environment for sure. Thank you self help for being my go to bank for almost a year now.
Christopher Magnotta I spoke to Michael Nicholl regarding a matter in his office. He was professional, polite and responsive. I could not have asked for a better experience. Thank you Michael for your help. You are truly a professional in your industry.
Rocky Lancaster I have done my own trading for years although I am by no means wealthy but middle class. I researched for over 6 months many investment firms. I was skeptical to hand over the investing to someone else. I spent time interviewing each before choosing. I narrowed it down to two. A large well known firm from New York and Merriman was the hands down winner. I have found them to be very personable and family oriented and they have done me well. Their system is a well rounded approach to all aspects of your life to make it better for you.