Our Firm

Elizabeth Merk Investments was founded with the goal of assisting our clients in realizing their most personal dreams about the future. We provide the most personalized service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.

 


Our Commitment: UnderstandingOur staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about working with you to build a flexible future....and... making your personal dream a reality.   As your Financial Professional, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams. 


 

What is my first step?Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, give Elizabeth a call locally at  885-6279, or (800) 500-6279,  or send us an email!  or a fax to (808)885-6662. Speaking about your current situation and portfolio is a great first step!  Try our "20 Minute Discovery" phone call.  Use our website to set an appointment.