PRICE FINANCIAL GROUP

This model allows our clients to utilize The Private Trust Company to provide professional trust administrative services while we provide investment management services... Lori R. Price, CFP® is the Founder, President and CEO of Price Financial Group. provides financial, retirement, estate planning wealth management services... Established in 1998, Merit has focused on working with individuals in transition, including divorce, retirement, widowhood, etc. As clients navigate these events in their personal lives, they can rest assured that their advisors and partners at Merit will guide them through the financial implications.

Primary location: Alpharetta United States