Our Company Values
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
- People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
- Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are “above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
- Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
- Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
Merle Gross
Merle Gross Insurance, Independent Agent
Merle Bryner Gross is a full service independent agent specializing in retirement and income planning. Merle has more than 20 years of experience in helping individuals and small businesses realize their financial aspirations in achieving a worry-free retirement lifestyle, a seamless transfer of their accumulated wealth to the next generation or other benefactors, and a record of investment management with solid growth over time.
Mr. Gross believes a successful financial plan begins with a thorough analysis of not only the client’s current financial holdings, but also a clear understanding of their financial goals (what they want their money to do for them), risk profile, and what they aspire to leave as a legacy. His financial planning process has been finely tuned over time to deliver maximum results while staying within the risk-tolerance boundaries set by his clients. He also believes a professional financial advisor always keeps the welfare and peace of mind of clients at the forefront of their financial plans.
Merle is committed to remaining a good citizen not only to the market he serves but also to his profession, and above all to his clients who entrust him with their financial assets. He understands that a successful relationship is built upon trust and he will work hard every day to serve his clients’ best interests and to continue earning their confidence. Merle is dedicated to assisting you and your family members in protecting and enhancing your assets and planning for life’s many possible unexpected catastrophic events. Thank you in advance for the opportunity of hopefully serving you.
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.
