What are your dreams for the future? Whether you envision a new home,a child's college education, a successful business, an enjoyable retirement or leaving a lasting legacy to your heirs, we can help make your dreams a reality.
Welcome to our site! Merchant Financial Services is a comprehensive financial services firm committed to helping you improve your long-term financial success. We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email or call us at (989) 463-6261. We look forward to hearing from you.
Jared W. Merchant CFP
Use this calculator to determine whether you qualify for the different types of IRAs.
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
How much life insurance would you need to produce a sufficient income stream for your family?
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.
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When Investing Pays Dividends
Aside from the potential for steady payments, dividends can be a good way to assess a company's health, quality of earnings, and future prospects.
Inflation Gets Personal
The CPI attempts to measure the rate of inflation experienced by the average American, but this figure may not be entirely applicable to your situation.
The Board of Directors: A Key to Company Success
Given the wide and important role that the board plays, it is a good idea to look beyond the glossy portraits and become familiar with the individuals tasked with guarding shareholder wealth.
A Simple Way to Help Your Family
A letter of instructions, while not a legal document, can help your family cope during a difficult period by providing information that has no place in a will.
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Educate yourself on a variety of financial topics.
A host of financial tools to assist you.
Timely Newsletters to help you stay current.
Animated presentations to help you learn and decide.
Ideas to help simplify everyday finances.
Manage your taxes and prepare for the upcoming tax season.
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Interactive Data Corporation. (NYSE:IDC)
Phone: 989-463-6261
jared.merchant @questarcapital.com
Map and Directions
Clarkston State Bank, located in North Oakland County, Michigan is a full service community bank offering a wide range of both retail and commercial financial services.