MERE & ASSOCIATES (Schedule time w/ RVP Jeff Mere)

Please select the appointment type that best fits your needs and preferences. Please fill in the information as to the purpose of our appointment so I can prepare in advance.

PLEASE NOTE: If for any reason you are unable to keep your selected appointment, please reschedule PRIOR to 24 hours of your original appointment so that I may utilize that time slot for those needing my assistance. Thanks in advance for your consideration.

    • Phone Consultation

      30 minutes

      For easy answers to questions, concerns or any matters regarding your finances that can be addressed with a simple conversation.

    • Zoom Video Meeting

      1 hour

      For those looking for the convenience of communicating from any location yet maintain that face to face personal feel; discussing any areas of your finances from building strategies, implementing, making changes to current accounts or j ...

    • In Person (Office)

      1 hour

      For those preferring face to face meetings to cover any aspects of building financial strategies, making changes to existing financial accounts, or simple reviews and updates.

    • In-Home Appointment

      1 hour

      For those needing the convenience of an appointment in the their home. Please remember to post your address when booking the appointment.

    • Associates Meeting (Internal Use Only)

      1 hour

      For partners on our team to receive training, updates or assistance in any stage of their development in building their advisory business.