1303 Limit Avenue,
Orlando's SmartVestor Pro
Financial Services in Orlando, FL
Why should you work with a CERTIFIED FINANCIAL PLANNER™ professional?
You deserve a financial planner that will work for you, not just your money. Our team of CFP® Professionals will be with you every step of the way.
Our firm is based on our relationship with our clients, plain and simple. We're here to work with you at every juncture in life.
We work with integrity and trust for you, not for Wall Street. Your success is our success and we'll work with you at every step.
Welcome, I’m Jeff Ackler, CERTIFIED FINANCIAL PLANNER™ Practitioner, Wealth Management Advisor with Merit Financial Group. We understand that individuals face unique challenges as they build wealth, plan for the future, and enjoy retirement. We can help take the mystery out of preparing for tomorrow and living for today. Whether your goals include preparing for or managing wealth in retirement, saving for college, or preparing your estate plan, our personalized service focuses on your needs, wants, and financial goals and objectives. Contact us now for your Complimentary Consultation!
The need for financial planning doesn't stop once you reach retirement. In fact, during retirement it's more important than ever to work with a financial planner to ensure that your investments can sustain the life of your retirement and beyond. We'll work with you and your family to develop a strategy that meets all your needs.
Jeff Ackler, CFP®
Wealth Management Advisor
Isabel Ortiz, CFP®
Nicole S. Foreman, CFP®
Director of Operations
(407) 661-1225 x208
Martina L. Depue
(407) 661-1225 Ex213
Client Relations Associate
(407) 661-1225 x214