Merchants Investment Services

At Merchants Investment Services, our Financial Advisors and Consultants goal is to help people like you achieve their financial goals. Whether you're starting your first job, managing a business or nearing retirement, our consultative, client-first approach will meet you right where you are. Merchants Investment Services helps individuals and businesses with financial planning, investment management, retirement planning, 401(k)s, 529 college savings plans, insurance offerings, tax planning and more. Our Financial Advisors provide local investment expertise with access to global resources and meet with clients at locations throughout the Merchants Bank footprint. Advisory services offered through Securities America Advisors, Inc.

401k, 401k Rollover, Simple IRA, SEP IRA, Employer Retirement Plan, Individual Retirement Plan, IRA, Roth IRA, Traditional IRA, College Savings Plan, College Savings, College 529, 529, UTMA, UGMA, Child Savings Plan, Children Savings Plan, Cash Preservation, Retirement Income, High Interest Savings Plan, Capital Preservation, Investments, Investment Services, Taxable Accounts, Mutual Funds, Bond Funds, Bond Mutual Funds, Stocks, Bonds, Brokerage Firm, Investment Firm, Investment Advisor Firm, Tax Strategies, Tax Savings, Tax Planning, Life Insurance, Long Term Care Insurance, LTC Insurance, Protection Insurance, Protecting Assets, Asset Allocation, Preservation of Assets, Legacy Planning, Estate Planning

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