Our Services

Our advisors, through Merit Financial, Inc., specialize in investment management, retirement planning, IRA rollovers and lump sum investments. We have helped thousands of clients transition into retirement and it is our privilege to manage their assets. We are not unusual with regard to the actual services we provide, in fact, many retirement planners and financial advisory firms offer some of the same services. What does make us unique is the quality of service we offer our clients.

We believe we have the best client service in our industry and we are constantly striving to improve our business. We don't believe in slick presentations or "hard selling" future clients. We sit down and discuss their finances, concerns, current needs and future goals. Allegiance Advantage Group will work together with you to arrive at a method for achieving these goals. We work to pleasantly surprise our future clients with the comfort level experienced in their first meeting and to continue that same level of service as our relationship continues.

Professional Relationships

Allegiance Advantage Group also maintains several trusted professional relationships in the community to help provide you with comprehensive financial solutions.

Tax Center

Barbara A. Bedene-Fields, CPA
Herman, Silver, Nichols & Associates, CPAs LLC
Certified Public Accountants
6445 Powers Ferry Road Ste 325
Atlanta, GA   30339
(770) 916-9910  Phone
(770) 916-9916  Fax
Email:  bfields@hermansilvercpas.com

Wills and Estate Planning

Robert D. Johnson, PC
 
Robert D. Johnson has a broad base of experience and education in estate planning, estate administration, probate, wills, trusts, guardianship, business formation and succession planning.  He is a graduate of the University of Colorado and an honors graduate of Atlanta Law School.  He has attended numerous estate planning education classes and consults with attorneys across the United States to stay abreast of this important area.  Robert works closely with individuals, families and certified financial planners to provide experienced, professional representation to each client.  He has representation in the American Bar Association, the Real Property, Probate and Trust Sections, the Georgia Bar Association, the North Fulton Bar Association and the Atlanta Volunteer Lawyers Foundation. You may contact Robert at 770-640-0412 or robert@rdjlegal.com.

If you would like to see how a relationship with Allegiance Advantage Group can benefit you, please give us a call at (678) 867-7050 or join us for one of our educational workshops.