Successful Partnership, Shared Goals

I have collaborated with Whit Merrill for nearly twenty years. My aim was to position myself favorably for retirement, and he successfully directed my contributions into excellent, diverse investments. I take pride in the diligent effort I put into investing a fixed amount each month over seventeen years. Whit, in turn, made wonderful investment decisions that allowed these funds to grow. Over the past two decades, I’ve consistently heard about diverse investments from him, and it proved advantageous for me. I’m proud of the work and the positive results that stemmed from our collaboration. It feels like a successful partnership based on our shared goals. Beginning as strangers, Whit has become a close friend, always watching out for me.

Kevin T. Cummings

Clifton Park, NY

Preparing for Future Financial Stability

After the death of my husband in 2017, I had many decisions to make, one of which was deciding how to prepare for my future financial stability on my own. After a referral from a relative, I decided to give Whitney Merrill a call. He immediately set up an appointment with me at my home and we discussed various avenues to ensure that distributions of money were properly invested. He also guided and gave me choices without pressure to do anything that I was not comfortable with. During this interim period, I had many questions which he patiently was able to answer and always returned my calls or emails in a quick response. Being a retired widow, I chose a conservative approach to investing and Whit was able to proceed in a manner to produce the best results for my future. Each year, he will go over with me any changes I want to make and as a result of his expertise, my Portfolio has grown despite inflation and the ups and downs of the stock market. I feel very comfortable having him as my financial advisor, even during the tough times, I feel confident knowing he will be there to assist me.

Client (anonymous)

Pittsburgh, PA

Trustworthy, Knowledgeable, Personable

Whit has been our financial advisor for over 20 years. He has been a great help in planning for our retirement. Whit also advised us on the best course for financing our two children’s college tuition. He is trustworthy, knowledgeable, personable and always available to answer any questions we may have regarding our portfolio. We highly recommend Whit as a financial planner.

Sean & Gail Stewart

Glenmont, NY

Dreams Come True Through Good & Bad

I’m here to say that working with Whit Merrill has been successful. I have been a client of his for about 20 years. He has helped me through good times and some rough times financially, helping me retire when I wanted. Whit helped make my dreams of moving from upstate New York to southwest Florida come true. I now live here in Florida comfortably with no mortgage. Thank you Whit my friend and advisor.

Diane Clancy

Englewood, Florida

Knowledge, Professionalism, Dedication

We have been working with Whit for over 20 years. His knowledge, professionalism, and dedication to helping us succeed has changed our financial future. He has helped us fund our children’s college, as well as our retirement, without restricting the making of memories with our family. We feel blessed to have Whit working alongside us.