Jeff Ackler, Cfp® Email & Phone Number

Dave Ramsey and the Ramsey Solutions organization help with your retirement, college savings and other investments.What Does It Mean To Be A SmartVestor Pro?I Agree to the SmartVestor Code of ConductI believe everyone deserves access to objective, professional investing guidance. I Provide a Refreshing Twist on Financial PlanningI have the heart of a teacher, not the attitude of a salesman. I'm someone you can feel comfortable talking to and someone you can trust. We'll work together to create a plan to help you work towards your goals.I Care About Your FutureI'm more than a "financial planner" - I'm someone you can relate to and share your dreams with. I fit your investments to your life, help you understand what you're investing in and why, & encourage you to stick with your long-term goals.Our mission is to get to know & understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.Our commitment is to know you, your family and your business better than anyone else.The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Merit Financial Advisors or LPL Financial.The financial consultants at Merit Financial Advisors are registered representatives with and offer securities through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the "Contact Info" section above.Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Synergy Investment Management, an SEC registered investment advisor. Synergy Investment Management and Merit Wealth Advisors are separate entities from LPL Financial.The SmartVestor program is a directory of investment professionals. Dave Ramsey, SmartVestor and Ramsey Solutions are not affiliates of Synergy Investment Management, Merit Wealth Advisors, or LPL Financial.Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Listed skills include Series 7, Series 63, Investments, Retirement Planning, and 37 others.