General Info

At Merchants Investment Services, our Financial Advisors and Consultants goal is to help people like you achieve their financial goals. Whether you're starting your first job, managing a business or nearing retirement, our consultative, client-first approach will meet you right where you are. Merchants Investment Services helps individuals and businesses with financial planning, investment management, retirement planning, 401(k)s, 529 college savings plans, insurance offerings, tax planning and more. Our Financial Advisors provide local investment expertise with access to global resources and meet with clients at locations throughout the Merchants Bank footprint. Advisory services offered through Securities America Advisors, Inc.