Our Firm

Founded in Paso Robles in March of 2013, we are a financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

• Tax management
• Investment management
• Retirement strategies 
• Estate conservation
• Insurance and annuity products

For more information about our services or to schedule an appointment at our office, please contact us at (805) 226-4062 or email us at andrea.klipfel@meritageamg.com.