Financial Advisors in Barrington, IL
Contact
Phone: (224) 655.2274
Location
1525 South Grove Avenue
Suite 202
Barrington, IL 60010
Financial Services Offered in Barrington, IL
At Merit Financial Advisors in Barrington, WI, we offer a comprehensive suite of financial services designed to cater to your evolving needs. Our team of professionals is committed to providing personalized solutions that align with your long-term goals and aspirations. Whether you're seeking wealth management, investment strategies, retirement planning, tax strategies, financial or estate planning, we have decades of experience and resources to guide you and your loved ones every step of the way. With a client-centric approach and a deep understanding of the financial landscape, we deliver tailored strategies and insights to help you navigate the complexities of today's market. Experience the Merit way and embark on a journey toward financial success and confidence. Let’s build your tomorrow, together.
- Financial Planning
- Wealth Enhancement
- Wealth Transfer
- Estate Planning
- Estate Administration
- Tax planning/strategies
- Retirement Planning
- Life Transitions
- Charitable Giving
- Risk Management
- Wealth Protection
- Insurance gap analysis
- Cash Flow Modeling
- Investment Management
- Portfolio Performance Analysis
- Risk tolerance
- Asset Allocation
- Withdrawal Strategies
- Concentrated stock divestiture strategies
- Comprehensive investment analysis
- Concierge Services which Include:
- Coordination with Other Professionals
- Proactive Family Meetings
- Insurance Consultation
- Scenario Planning and Stress Testing
Our Team
Garland Brent Kizer
Wealth Manager, Partner
Garland Brent Kizer
CFP®
Wealth Manager, Partner
Garland Brent Kizer, CFP® has securities series 7, 63 and 65 registrations in addition to life, health and long term care insurance licenses. In 2008, he completed his course work and examination to achieve the designation of CERTIFIED FINANCIAL PLANNER™ professional. He has also been named a Five Star Wealth Manager in Chicago Magazine starting in.
After graduating from Prospect High School, Brent earned his Bachelor of Science degree in Economics and Business from MacMurray College and his MBA from Keller Graduate School of Management.
He currently resides in Bartlett with his wife Sherry and son Brian. His daughter Samantha resides in Michigan where she remained after college graduation. Brent currently serves as a Trustee for the THSD 214 Foundation as well as a Lifetime Trustee of MacMurray College.
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Frank P. Vitale
Wealth Manager, Partner
Frank Vitale
CRPC®
Wealth Manager, Partner
Frank has been in the financial services business working since graduating from DePaul University in 1993 with a B.S. in finance. He has worked for various large financial institutions in both an advisor and managerial capacity.
Frank has securities series 7, 63 and 66 registrations in addition to life, health and long term care insurance licenses. In 2013, he completed his course work and examination to achieve the designation of Chartered Retirement Planning Counselor designation through the College for Financial Planning.
Frank, his wife Julie and their two children, Luca & Liliana, reside in Arlington Heights.
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Josefina Harris
Branch Office Administrator
Josefina Harris
Branch Office Administrator
Josefina came to the United States when she was 18 years old and went to MacCormac College.
She then worked as a Human Resources representative for Marshall Fields for five years. Along Sean her husband she runs a milk distribution company.
Her easy-going personality and bilingual fluency allow her to best connect and assist our diverse clientele.
Josefina is also an accomplished runner. She has run 1 marathon and 5 half-marathons.
She enjoys spending time with her husband Sean and their two sons and daughter, participating in all their extracurricular and sporting events. Her daughter is number 1 in the country for race-walking in the in the U20 division. She is training to one day be in the Olympics.
Ready to discuss your financial future?
Schedule a free consultation with one of our Wealth Managers today.
Investment advice offered through Merit Financial Group, LLC, an SEC registered investment adviser.