Triad Financial Strategies
Triad Financial Strategies, LLC. Joins Forces with Merit Financial Advisors Effective September 30, 2022
We are excited to announce a new phase of our company, the merger of Triad Financial Strategies and Merit Financial Advisors. We anticipate the transition to the Merit platform will be completely seamless. You will still have access to all the same people and information you have now, but with more support on the back end.
Our combined team is dedicated to providing you with the same thoughtful guidance, long-term vision, and personalized service you already experience. We appreciate your continued trust in us, remain grateful for your friendship, and look forward to serving you for years to come.
You are under no obligation to transition with us, however we appreciate your continued support. Learn more about our team here or call us at (425) 392-2200.
Triad Financial Strategies, Merit Financial Advisors and LPL Financial are separate entities.
Compensation has been paid in the merger.
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