Broker Check
Mitchell I. Merber, CLU®, ChFC®, RHU

Mitchell I. Merber, CLU®, ChFC®, RHU

Senior Financial Advisor

In 2014, Mitchell I. Merber, CLU®, ChFC®, RHU, joined Allied Wealth Partners as a Senior Financial Advisor. Mitch began his career in 1980 as a Manager of Disability Income for Home Life Insurance and is a proud graduate of the State University of New York at Oneonta, obtaining a Bachelor of science in Business Economics and a minor in Educational Psychology.

Throughout his time in the insurance and investment industry Mitch has gone on to obtain his Chartered Life Underwriter (CLU), Registered Health Underwriter (RHU), and Chartered Financial Consultant (ChFC) designations over the course of his 40-year career. His combination of experience and knowledge allow Mitch to best serve individuals, their families, and business owners as they work towards achieving financial freedom.

Mitch helps his clients pursue their financial goals through his strategic approach to wealth management which includes, but is not limited to, Insurance Strategies, Investment Management, and Estate Planning. Through learning about what his client values most, Mitch is able to create personalized financial strategies that instill confidence and trust on the road to and during an individual’s retirement.

With the support of Allied Wealth Partners, an Independent Wealth Management Firm within the New York/New Jersey Metropolitan area, Mitch is able to provide families and business owners with hand-on support and access to extensive resources including over 100 Financial Professionals whose various backgrounds can help with addressing any financial need that may arise.

Mitch currently lives in Dix Hills, New York with his wife Vicki and has three grown children as well as two grandchildren.