• Merit Financial Advisors

    • Financial Services, Retirement Planning
    2625 E. Southlake Blvd
    Ste 100
    Southlake, TX 76092
    (817) 267-9480
    Hours:
    Monday through Friday 8am - 5:30pm

    About Us

    Merit Financial Advisors helps you to identify when to sit with the uncertainties and the unknown, and when to move forward and make decisions. We recognize that whether your life event is planned or read more
    • About

      Merit Financial Advisors helps you to identify when to sit with the uncertainties and the unknown, and when to move forward and make decisions. We recognize that whether your life event is planned or unexpected, both the financial and personal aspects of your transition are equally important and equally complex. To help you pursue the optimal long-term solution, we help you address both sides of change so that you can make smart decisions about money management, insurance and investments. We specialize in helping clients facing life’s pivotal events to strive for peace in the present moment and confidence about their futures. Our trusted guides can help you avoid costly mistakes and turn this time of transition into one of opportunity and growth.

    • Highlights

      • Retirement
      • Loss of a Spouse
      • Gifting/Planning a Legacy
      • Job Change/Executive Benefits
      • Divorce
    • Media

    • Whom to Contact

      • Nicole Denson
        Client Development Manager
        2625 E. Southlake Blvd
        Ste 100
        Southlake, TX 76092
        Phone: (214) 423-4205
    • Privacy Policy 
       
      Last updated: 12/12/17
       The Southlake Chamber of Commerce operates the site https://www.southlakechamber.com/
      This page informs you of our policies regarding the collection, use and disclosure of Personal Information we receive from users of the Site. 
       We use your Personal Information only for providing and improving the Site. By using the Site, you agree to the collection and use of information in accordance with this policy. 
       Information Collection And Use 
       
      While using our Site, we may ask you to provide us with certain personally identifiable information that can be used to contact or identify you. Personally identifiable information may include,
      but is not limited to your name ("Personal Information"). 
       Log Data 
       
      Like many site operators, we collect information that your browser sends whenever you visit our Site ("Log Data"). 
       This Log Data may include information such as your computer's Internet Protocol ("IP") address, browser type, browser version, the pages of our Site that you visit, the time and date of your visit, the time spent on those pages and other statistics. 
       In addition, we may use third party services such as Google Analytics that collect, monitor and analyze this data.
       Communications 
       We may use your Personal Information to contact you with newsletters, marketing or promotional materials and other information.
       Cookies are files with small amount of data, which may include an anonymous unique identifier. Cookies are sent to your browser from a web site and stored on your computer's hard drive. 
       Like many sites, we use "cookies" to collect information. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of our Site. 
       Security 
       The security of your Personal Information is important to us, but remember that no method of transmission over the Internet, or method of electronic storage, is 100% secure. While we strive to use commercially acceptable means to protect your Personal Information, we cannot guarantee its absolute security. 
       Changes To This Privacy Policy 
       This Privacy Policy is effective as of 12/12/17 and will remain in effect except with respect to any changes in its provisions in the future, which will be in effect immediately after being posted on this page. 
       We reserve the right to update or change our Privacy Policy at any time and you should check this 
      Privacy Policy periodically. Your continued use of the Service after we post any modifications to the Privacy Policy on this page will constitute your acknowledgment of the modifications and your consent to abide and be bound by the modified Privacy Policy. 
       If we make any material changes to this Privacy Policy, we will notify you either through the email address you have provided us, or by placing a prominent notice on our website. 
       Contact Us 
       
      If you have any questions about this Privacy Policy, please contact us. Southlake Chamber of Commerce   1501 Corporate Circle, Suite 100    Southlake, TX 76092   817.481.8200