Investing for the future, planning for retirement, saving for college, paying for healthcare needs. How do you get started? What should you invest in? Will you have enough to retire? Where do you begin?
FirstMerit Financial Services, Inc. is a full-service investment broker dealer in Ohio and Pennsylvania and most recently in Chicago.
FirstMerit Financial Services offers a full range of investment solutions. They’re dedicated to designing the best possible financial plan around your needs. Because when it comes to your financial goals — your goals are their goals.
“In these tough economic times, there have been a lot of changes in the way people handle their financial planning,” says Gregg DiGeronimo, President for FirstMerit Financial Services, Inc. “We’re here to help our clients achieve all of their financial goals — both short-term and long-term.”
Smart Business spoke with DiGeronimo and Patrick B. Murray, Vice President and Regional Financial Services Sales Manager for FirstMerit Financial Services, Inc., about how FirstMerit financial advisers can help you plan for the future and invest wisely and objectively.
What is FirstMerit Financial Services’s main business strategy/objective?
Our main business strategy is to help clients retire comfortably and/or achieve all their long-term financial goals, including planning for college, estate planning, insurance, investments and financial planning.
What is FirstMerit Financial Services doing to be a strong community partner?
We work with the retail, business, mortgage and commercial banking arms of FirstMerit to stay actively involved in our communities. We assist the United Way, Junior Achievement and many other local and national charitable endeavors.
How do FirstMerit Financial Advisors provide personal service?
We stress one-on-one client meetings. We’ll come to you or you can come to us. We want to sit down with you face-to-face to ensure all your financial needs are being met. We focus on the “you first” model — we always put our clients first. Whether it’s long-term goals like college or retirement planning, or just helping newlyweds or a young family plan their household budget, we’re here for you every step of the way, at any stage of life.
Gregg DiGeronimo is the President for FirstMerit Financial Services, Inc. Reach him at (330) 849-8968 or firstname.lastname@example.org.
Patrick B. Murray is a Vice President and Regional Financial Services Sales Manager for FirstMerit Financial Services, Inc. Reach him at (708) 498-2660 or email@example.com.