(760) 789-0900 

Transitional Planning,

 Investment

Management and

Trustee Advisory

Services for

Our Older Generation

 

Welcome

MYERS FINANCIAL GROUP, INC. works primarily with our older generation. Most of our clients are in their sixties, seventies and eighties. Many are widowed and several do not have children.

MYERS FINANCIAL GROUP, INC. specializes in transitional planning and we add clarity and understanding in difficult times. We welcome clients who are in life transition; who have experienced a major change that has altered their lives, such as the loss of a loved one. Many clients have recently experienced the loss of a spouse or whose loved one is ill and may have started the passing process.

 

MYERS FINANCIAL GROUP, INC. offers compassionate financial care and valuable resources to all individuals involved and we work closely with the clients' estate planning attorney, certified public accountant or tax professional and family members.

 

PHILOSOPHY | COMPANY OVERVIEW | SERVICES | BIOGRAPHY | CONTACT

 

Myers Financial Group, Inc.  A Registered Investment Advisory Firm

An investment advise or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's investment adviser or IA rep requirements, as the case may be. Follow-up or individualized responses to consumers in a particular state by an investment adviser or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's investment adviser or IA rep requirements, or pursuant to an applicable state exemption or exclusion.

 

For information concerning the licensure status or disciplinary history of an investment adviser or IA rep, a consumer should contact his or her stated securities law administrator.

Monday, August 13, 2012 10:19:06 AM.

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