OUR DIFFERENCE
The world can be complex, but we take a simple approach: our goal is to provide you with the best advice while being fully dedicated to your interests, without any other influence.
We are an independent broker, separate from any financial institution.
Our complete freedom allows us to leverage all our knowledge and expertise to meet your needs.
At Merici, we don't offer in-house products, fleeting trends, sales competitions, or production quotas. We deploy the expertise of our qualified professionals with one sole purpose: yours.
PRESENT IN THE FINANCIAL SERVICES INDUSTRY SINCE 2002.
For over 20 years, we have been proud to provide completely independent advice to all our clients. Regardless of portfolio size, what drives us is meeting the needs of those who have entrusted us with their projects and dreams.
Over 25,000 investors trust
our advisors.
Over 140 affiliated
advisors.
Nearly one billion assets
under management.
OUR COMMITMENT: HIGHLIGHTING THE EXCEPTIONAL SKILLS OF PROFESSIONALS.
INDEPENDENCE | EXPERTISE | INTEGRITY
AT MERICI, WE TAKE PRIDE IN OUR EXCEPTIONAL TEAM THAT UPHOLDS THE HIGH STANDARDS YOU DESERVE.
We believe in synergy and collaboration among our financial advisors to address your specific needs and provide personalized solutions. Our team works closely together to deliver top-quality services and guide you towards informed decisions.
SERVICES OFFERED
YOUR MERICI AFFILIATED ADVISOR IS A TRUSTED ALLY, READY TO GUIDE YOU THROUGH THE KEY MOMENTS OF YOUR JOURNEY.
As an independent advisor, he has access to a wide range of financial products, top-notch resources, and strong administrative support, while having the freedom to build lasting relationships of trust with his clients. This flexibility allows him to provide you with personalized and high-quality service, focusing on your individual needs, and helping you achieve your financial goals by selecting the best solutions tailored to your situation.
OPERATIONS TEAM
CONFORMITÉ
