Meritrust Wealth Management

Louisville, Kentucky

1.0 (1 reviews)
Call (502) 882-4600 Visit website →

About

Meritrust Wealth Management, established in 1999 in Louisville, Kentucky, offers estate planning, investment management, and wealth management services, often in conjunction with tax and accounting expertise through its relationship with MCM CPAs & Advisors LLP. The firm's team includes professionals with credentials such as JD, CFP, CPA, and MBA designations, with combined experience exceeding 170 years. The firm is affiliated with Kestra Financial as its broker-dealer and utilizes National Financial Services for trade processing and client reporting.

Specialties

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8AM-4PM, Tuesday: 8AM-4PM, Wednesday: 8AM-4PM, Thursday: 8AM-4PM, Friday: 8AM-4PM, Saturday: Closed
SEC registered
No
0 selected
Compare →