(760) 789-0900 

Transitional Planning,

 Investment

Management and

Trustee Advisory

Services for

Our Older Generation

 

Services

MYERS FINANCIAL GROUP, INC. offers the following services:

  • Fee-Only Investment Management
     

  • Transitional Planning
     

  • Date-of-Death Valuations and Computation of Tax Basis
     

  • Cash Flow Analysis
     

  • Annual Trust Accounting
     

  • Referrals to Estate Planning Attorneys and Certified Public Accountants
     

  • Re-Registration of Accounts
     

  • Bank Statement Reconciliation and Establishment of Auto Bill Pay
     

 

 

If you would like to schedule a complimentary appointment to see if we can be of service to you, please contact us at 760.789.0900

 

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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