Everyone Walks a Different Path
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Financial Planning with focused, attentive, and purposeful advisory services
Work with Whit, a Certified Financial Planner®, and his team who act as a fiduciaries for each client. Our goal is to deliver the Ultimate Client Experience (UCE) by offering superior service and planning advice. We provide well-thought-out plans tailored to the needs of each client, avoiding generic, boilerplate approaches.
Whitney W. Merrill, CFP® is a registered representative offering securities through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth, is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Blazing Trail Wealth Advisors, LLC® is independent of Osaic Wealth, Inc.
Any opinions expressed in this forum are not the opinion of Osaic Wealth, Inc. and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or recommendation to buy/sell financial securities or other financial products/instruments. Readers should conduct their own review and exercise judgement prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results and investments are not suitable for all types of investors.