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Weiss-Merkle Client Experience

Client Appreciation Event 2017

Bertelsen Gallery

Client Appreciation Night 2015

Dan's Surprise Retirement Party was a huge success! 

Client Appreciation Night 2014

VIP Day at the Ballpark 2014

We had the opportunity to thank those of our amazing Weiss-Merkle Financial family who have spread the word about what we do. It means a lot to us!

Monthly Lunch & Learn

We have recently started a monthly lunch & learn in our Learning Center to ensure
our clients have all of their questions answered and are up to date in financial current
events. The seating is limited, but please let us know if you’d like to be on our mailing
list for this event! Food and beverages are provided and the event lasts from noon until
1:00 pm. 


Complimentary Report
"4 Common Misconceptions
About Retirement Strategies Dispelled"

  • This guide is for informational purposes only. It is not intended to provide tax or legal advice. By requesting this guide you may be provided with information regarding the purchase of insurance products in the future.

    About Weiss-Merkle Financial
    The Weiss-Merkle Financial Show
    Watch The Weiss-Merkle Financial Show Sundays on ABC5 at 10:30 a.m. You can also find links to all the past episodes under our "In The Media" page.
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    meet our team
    We provide a comprehensive Client Retirement Roadmap that helps our clients crystallize their financial objectives and establishes key action steps that help plan a successful retirement.
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    learning events
    Our seminars, appreciation events, speaking engagements and presentations provide an opportunity for you to receive additional financial education at no cost.
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    *Investment Advisory Services offered through Global Financial Private Capital, LLC.