Our Mission: "To Help our clients - - and, their referred friends and associates - - reach or exceed their financial goals of accumulating and retaining wealth by advising them of the best strategies for their objectives ... and, by facilitating their making informed financial decisions ... while providing excellence in personalized service."

William M. Merwitzer is insurance licensed in the following states:  California (CA insurance license # 0506335), Florida, Georgia, Illinois, Maine, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia and West Virginia.

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Financial representative, Guardian, New York, NY
Consolidated Planning, Inc. is not an affiliate or subsidiary of Guardian.