If you’ve thought about retiring from AT&T within the last two years, you’ve probably asked yourself “Should I take the Annuity or the Lump Sum’? That is the right question to answer but like most good questions, the answer can vary from one retiree to the next. In this video, Scott Crowe discusses the difference between an annuity and a Lump Sum.

Merit Financial Advisors is a national wealth management firm that supports both the independent broker-dealer and RIA models. Based in Atlanta, Georgia, Merit has 24 additional offices throughout the U.S. and manages $5.59 billion in assets as of September 30, 2021 ($3.53 billion in advisory, $1.95 billion in brokerage assets, and $112 million in assets under advisement).

Merit’s mission is to establish and exceed the financial goals of its clients, while also providing its advisors and offices with practice management resources, an industry-leading technology platform, and the investment expertise needed to drive growth and deliver a superior client experience.

Merit Financial Advisors – Headquarters
2400 Lakeview Pkwy, Suite 550
Alpharetta, GA 30009

Phone: 678-867-7050
Fax: 678-867-7060
Toll-Free: 1-866-548-8524
www.meritfinancialadvisors.com
Info@meritfa.com

For more information, please visit www.meritfinancialadvisors.com.

Full Disclosure: Nothing on this YouTube video should be considered advice, research, or an invitation to buy or sell securities. For a full disclaimer, please refer to the terms and conditions in our firm brochure.

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Merit Financial Group, LLC, an SEC-registered investment adviser. Merit Financial Group, LLC and Merit Financial Advisors are separate entities from LPL Financial….(read more)

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