(760) 789-0900 

Transitional Planning,

 Investment

Management and

Trustee Advisory

Services for

Our Older Generation

 

Philosophy

MYERS FINANCIAL GROUP, INC. acknowledges that caring for an older member of the family can be a frightening and overwhelming process. We understand that the demands of work and life commitments can often interfere with a family’s ability to provide sound financial care.

MYERS FINANCIAL GROUP, INC. can assist in the estate planning process by reviewing each financial component before, during or after a life transition; compiling date-of-death valuations and providing cash flow analysis for the estate planning attorney, certified public accountant or family.

 

MYERS FINANCIAL GROUP, INC. values our ongoing, lasting relationships with our older clients and provides the extra time and consideration they need. We meet with all of our investment advisory clients at least quarterly, or more often if needed.
 

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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