Merchant & Associates is a financial services firm based in South Glens Falls, New York, dedicated to providing personalized financial guidance and planning solutions to individuals, families, and small business owners. With a client-first approach, the firm offers comprehensive strategies aimed at helping clients navigate complex financial decisions and achieve long-term objectives. The team’s expertise spans various areas of financial planning, including retirement, investment, estate, and insurance planning.

Distinctive in its hands-on service model, Merchant & Associates places a strong emphasis on building lasting relationships through trust, transparency, and consistent performance. Their professionals stay up to date on evolving financial regulations and market trends to tailor plans aligned with each client’s life goals. The firm is also known for its commitment to community involvement, often supporting local organizations and events in the Capital Region.

Merchant & Associates collaborates with a range of financial institutions to provide objective, well-rounded advice. Their reputation for integrity and individualized service has made them a trusted partner to clients across upstate New York.

Website: http://www.merchantassoc.com/

Key Services:

– Comprehensive financial planning
– Retirement income strategies
– Investment portfolio management
– Estate and legacy planning
– Risk management and insurance solutions
– Education funding strategies
– Social Security and Medicare planning
– Small business financial strategies