Announced

Completed

Merit Financial Advisors completed the acquisition of TL Financial Group.

Synopsis

Merit Financial Advisors, a financial advisory firm, completed the acquisition of TL Financial Group, a company, which specializes in retirement planning. Financial terms were not disclosed. "Expanding into a new state isn't just about the geography; it's about having the right people in place. TL's team is deeply rooted in the Detroit area community and brings deep planning expertise, long-term client relationships, and a client-first culture. This is precisely the type of firm we look for as we thoughtfully introduce Merit to new markets," Zach Mersberger, Merit Managing Principal and Partner.

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MergerLinks - Merit Financial Advisors completed the acquisition of TL Financial Group.