Brokerage, Insurance & Advisory Services

Welcome to The Investment Center at FirstMerit Bank!

Our Process: Focus on You

Our Financial Advisors can help eliminate the guesswork with pursuing your short and long-term goals.  We can help you make financial decisions so you can be confident that your financial plan will support the goals and dreams that matter most to you. 

Our support will help you address some of your most pressing questions:

  • How much do I need to retire? How much should I be saving each month to get there?
  • What can I do when there is a gap between what I will need to retire and what I am saving?
  • What about saving for my children’s college education – where do I start?

Through a solid process of an in-depth profile of your current financial situation we have tools and solutions that can help pave a path supporting your goals.

Our Financial Services

Brokerage Services:

  • Retirement Planning: Whether you are saving for retirement or managing your income in retirement, our Financial Advisors can help
  • Stocks & Bonds: Our Financial Advisors will help you make the choices right for your unique situation
  • Mutual Funds

Insurance Services:
  • Annuities
  • Life Insurance: Find coverage that will provide the policy owner "peace of mind"
  • Long Term Care Insurance: Our Financial Advisors can find long-term care coverage to help with your out-of-pocket expenses

Advisory Services*:
  • Asset Management: Invest in a combination of diverse investments with the help and expertise of professional investment managers

Let's Start The Conversation



FirstMerit Bank, N.A. and its representatives do not provide legal or tax advice. Consult your personal legal/tax advisor before making these decisions.

Securities and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products are offered through LPL Financial or its licensed affiliates. The Investment Center at FirstMerit Bank is a division of FirstMerit Bank, N.A. which is not a registered broker/dealer.  LPL Financial is separately controlled and owned from The Investment Center at FirstMerit Bank and FirstMerit Bank.

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. investment representatives. The Investment Center at FirstMerit Bank Financial Advisors and Consultants may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

*Please note that advisory services can only be offered by appropriately registered individuals.


Investment and Insurance Products Are:
Not FDIC InsuredNot A DepositNot Insured By Any Federal Or State Government AgencyNot Bank GuaranteedMay Lose Value