Weiss Merkle Financial, LLC

You can expect a welcoming and family oriented atmosphere as soon as you step into the doors of Weiss-​Merkle Financial. The company is full of people who only have it’s customers best interests in mind and values the relationships that are built with their clients. Being a smaller company means that they are able to provide a more personalized experience. You can tell that everyone who works at Weiss-​Merkle is tight knit and have an «all hands on board» attitude when it comes to making their customers happy. Don’t forget to enjoy a DoBiz cookie when you visit!

I have pondered writing a review for quite sometime. We became clients of Weiss-​Merkle several years ago. Our perception of them was they were men of integrity and sincerity. In time, we realized this not to be true. I honestly felt they were friends and truly had our best interests at heart. When the reality came to fruition that they were not and did not, it angered us, but of greater significance, hurt deeply. We have since learned to seek dependable, wise counsel before plunging into a major decision concerning whom we trust to handle our financial investments and retirement. As we are now clients of a well respected financial investment firm, we have had our eyes opened to just how blind we were. Hopefully this will help others avoid unnecessary pain, and countless hours of frustration and distress.