191 Post Road West
69-64 Grand Avenue
Thank you for your interest. We look forward to speaking with you soon.
Please contact us via phone at: (203) 221-2799 (CT); (718) 898-0871 (NY); via email firstname.lastname@example.org
or if you prefer, please fill out this form.
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Please note that we cannot accept instructions for trades or any other time-sensitive or financial information through this form.
Elizabeth Cox, CFP®, CPA
Michael Terry CFP®
Hrefna S. Martin CFP®, EA
Melissa Adams, CFP®
Merit Financial Parterns, LLC
An Independent Company | With You Every Step of the Way