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At its highest levels, financial service is about building special relationships.
Many people call themselves experts in wealth management, but few are
individuals you can rely on to provide advice that is astute, substantive, and
always in your best interest. This is the essence of the service provided by
your FirstMerit Advisor.
Our Advisors are among the most qualified and credentialed in the communities
we serve. They are keen observers and careful, empathic listeners. Above all,
they are accustomed to working with successful people, and have vast experience
in addressing the unique financial challenges that wealth presents.
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Laying the groundwork
Your initial meeting with a FirstMerit Advisor may be unlike anything you have
ever experienced with a traditional financial advisor. Topics will range from the
financial and legal to the philosophical: how you like to spend your time, where
you see yourself in ten years, and the legacy you want to leave behind.
Based upon a careful analysis of your finances and goals, your FirstMerit
Advisor will begin to create an objective game plan that addresses the sum
total of your needs - including ideas and possibilities that you may never
have even considered.
Your gateway to a world of resources
As part of this process, your FirstMerit Advisor will call upon specialists in any or
all of the areas listed below, custom-creating a team of trusted professionals to
help formulate the most appropriate wealth management strategies for your needs.
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