Years with this W-M Financial LLC, had the worst service from them. Don't be fooled by the initial "warm" welcoming, later after you invested your money to them they would not do the prof job as they advertised. You as investors don't need just an annual eating drinking "appreciation" event, you expect good financial advice on your money.
February 2017
The staff at Weiss-Merkle Financial has been so great to work with. James Weiss and Loren Merkle are both very knowledgeable and dedicated to finding the right retirement solutions for each person they work with or teach in the Des Moines metro area. You can see the passion they have for helping not only their clients, but others as well, with creating a comprehensive roadmap to retirement. I would highly recommend Weiss-Merkle Financial to all my friends and family that are close to retirement.
Years with this W-M Financial LLC, had the worst service from them. Don't be fooled by the initial "warm" welcoming, later after you invested your money to them they would not do the prof job as they advertised. You as investors don't need just an annual eating drinking "appreciation" event, you expect good financial advice on your money.
The staff at Weiss-Merkle Financial has been so great to work with. James Weiss and Loren Merkle are both very knowledgeable and dedicated to finding the right retirement solutions for each person they work with or teach in the Des Moines metro area. You can see the passion they have for helping not only their clients, but others as well, with creating a comprehensive roadmap to retirement. I would highly recommend Weiss-Merkle Financial to all my friends and family that are close to retirement.