Frequently Asked Questions (FAQ)

This is where you should answer the most common questions prospective customers might have. 

Is there a Fee for an initial meeting?

No, there is no fee for an initial meeting.  We look forward to discussing your needs and goals so that we may help you determine if we can be the best fit for you. 

How often will The Merchant Group meet with a client to review their portfolio?

It is normal to review your portfolio atleast once a year usually upon the generation of an annual report.  More frequent or interim reviews can be requested by you at any time. 

Do you have customer service?

Of course! Our friendly and knowledgeable customer services reps are available to answer your questions Monday thru Friday 9-5pm Central Standard time.

Let's work together to plan a brighter future for you.