Merit Capital Investments

Beacon Financial Partners, located in Beachwood, OH, is an independent financial advisory firm dedicated to creating, protecting, and preserving client wealth through a comprehensive and personalized approach. With a commitment to fiduciary standards, they offer a wide range of services including financial plan creation, investment management, and tax-efficient investing, ensuring that each client's financial needs are addressed holistically. The firm emphasizes a long-term advisor-client relationship, with a focus on collaborative goal achievement and tailored financial advice. By employing an open architecture investment approach, Beacon's advisors craft custom portfolios designed to optimize client outcomes without the biases of corporate affiliations. Generated from the website

The Benefit Source, located in Beachwood, OH, is a small group of independent insurance agents dedicated to building personal relationships with their clients while offering innovative solutions for individual, family, and group health insurance needs. With over 50 combined years of experience in the insurance industry, they pride themselves on providing unbiased advice and supporting clients throughout the insurance process, including Medicare options and life insurance. As an independent agency with appointments to over 20 carriers, The Benefit Source offers a flexible range of insurance products without charging higher rates for their services. Their commitment to customer support extends beyond policy acquisition, assisting clients with any issues and ensuring they find the best plan options during renewals. Generated from the website

Berson-Sokol Agency Inc., established in 1973, is a leading general agency located in Beachwood, Ohio, specializing in Life, Annuity, Senior, and Long Term Care insurance solutions. With a commitment to helping advisors and agents grow their businesses through innovative case design, efficient underwriting, and extensive carrier relationships, Berson-Sokol has shaped the insurance industry for over 50 years. The agency prides itself on providing exceptional support services, including competitive commissions, personal training, and strategic business expansion strategies. Their dedicated team ensures that clients receive the best possible assistance, from case management to product training, making Berson-Sokol a trusted partner for insurance professionals. Generated from the website