Merkley Wealth Associates Senior Partner Ann Merkley has been in the financial industry for more than three decades. She can help clients plan for retirement through a comprehensive investment analysis or help find wealth-building opportunities.
Deb van Latenstein wrote in a Google Review that she set her financial goals with Ann Merkley’s assistance.
“Ann Merkley knows how to plan for your retirement," van Latenstein wrote. "She is very helpful in getting to your financial goals.”
Merkley Wealth Associates offers retirement and estate planning, financial analysis, disability insurance and more. It is located at 12345 University Ave., Suite 200 in Clive. The business is open Monday through Friday from 8 a.m. to 5 p.m. and only by appointment on the weekend. For more information on services offered, call at 515-457-1286.
Merkley Wealth Associates is affiliated with Guardian Life Insurance Co. of America.