Merkle Financial Group

Merkle Financial Group is an independent financial services, asset management, and consulting firm. As independent financial professionals, we have the freedom to provide diverse guidance and insight to our clients. We recognize that each person’s situation is different, so we develop a financial plan that focuses on helping you accomplish your personal goals. Accordingly, our approach will be to pursue an in-depth understanding of your financial situation and the personal values you hold as they relate to your investment plan. This approach allows us to forge a strong partnership with you and to assist you as we strive to turn your dreams into reality. If you’re a current client, our site provides links to access your account, make appointments with us, get up-to-date information about the stock markets, and view useful resources that can help empower you to be a more knowledgeable investor (the kind we like!). If you’re not currently acquainted with our firm, we’ve established this site as a way for you to get to know us and understand how we can help you get to that point where you don’t have to worry about whether your money is doing right by you. We appreciate your interest in our firm and sincerely look forward to serving you. We offer you an environment where you can feel confident: That you can expect prompt replies from us to your directions or inquiries That your money is working toward your goals effectively That your wishes and opinions will be respected That your needs are taken into account That your investments are recommended because they are best for you, not for some corporation That you have access to research and information to help you make informed decisions It has always been my belief that the most effective use of my time as a financial professional is servicing my clients. My clients are always my first priority, and I believe that focusing on helping them pursue their financial goals is the key to building the foundation for a strong relationship. Unlike most Wall Street firms, Merkle Financial Group did NOT require a government bailout.

Address: 363 North Sam Houston Parkway East Suite 1100 Houston, TX 77060 USA

Phone: +1 281 405 5522
FAX: