Financial Advisors in Rocky Hill, CT
Contact
Phone: 860.257.8688
Fax: 860.257.8690
Location
1090 Elm Street
Suite 102
Rocky Hill, CT 06067
Financial Services Offered in Rocky Hill, CT
At Merit Financial Advisors in Rocky Hill, CT, 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
- 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
Our Team
Daryl LePage
Wealth Manager, Partner
Daryl LePage
CFP®
Wealth Manager, Partner
Daryl LePage has a passion for research, a dedication to rigorous analysis and a deep commitment to putting his client's needs, values, and goals before everything else.
He graduated from Central Connecticut State University with a Bachelor of Science degree in Accounting in 1985 and began working in the financial services industry as a tax accountant with one of the largest accounting firms in the country. His primary focus was tax planning, preparation, and significant research on client tax issues. Pursuing his interest in quantitative research, he went to The Hartford as a research analyst before beginning his own financial planning business in 1992. And in 2022, his firm merged with Merit Financial Advisors to grow and continue excellent client service.
To further his education, Daryl is a CFP® and holds Series 6, 7, 66 and 24 (General Securities Principal) registrations with LPL Financial and insurance and annuity licenses. He is also registered as an Investment Advisor Representative (IAR) with LPL Financial. This allows for more flexibility when dealing with local clients, business owners and nonprofit organizations.
Daryl is a lifelong resident of Connecticut and resides in Simsbury with his wife, Tami, and their son, Zachary.
Michelle Dennis
Client Service Manager
Ready to discuss your financial future?
Schedule a free consultation with one of our Wealth Managers today.