CALIFORNIA CONSUMER

Founded in Paso Robles in March of 2013, we are a financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information... Establishing Meritage Asset Management Group in March of 2013, we developed a financial practice centered on the client's goals and objectives. Without the constraints of limited investment offerings or the pressure of sales quotas; we have successfully grown the business in client assets while reducing the client base to 250 households - allowing us to give more personalized service to our existing clients and the bandwidth to take on additional clients. Our services include financial planning, investment management, annuities, life insurance and long-term care insurance. We've spent the last 8 years helping our clients grow..

Primary location: Paso Robles United States