Amerity Financial

Amerity Financial

  • 5020 Weston Pkwy Ste 311
  • Cary, North Carolina
  • 27513-2323
  • Phone: (919) 297-8478
  • Fax: (919) 459-4798
  • Website

Description

Jerry holds both positions as Principal and a Member of the Board for Amerity Financial. He has been working in the Financial Industry for over 30 years. Early in his career, Jerry spent four years of active duty in the United States Air Force. He was an Executive Director with the YMCA for 11 years, spending the last 3 of the 11 years as the CEO of a large group of YMCA's. Prior to his current role, Jerry became part owner and President of The Alliance Group in 2008.

Rick Stahl earned a BBA degree in Finance and Economics from Stetson University in Florida and has been an advisor and manager in the financial services industry for over 20 years. His experience in executive management as a VP of Marketing and Commercial Product Director created a unique opportunity within the financial services industry. Rick's clients benefit through a professional and personal approach using proven tax advantage financial strategies which include investments, life insurance, health insurance, and retirement planning.

Amerity Financial has been a leading provider of retirement solutions since 1994. We believe our success to be a direct result of our commitment in putting our customers and their financial needs first. Our customers are our most valuable assets. Excellent customer service is a reflection of our A+ rating accredited by the Better Business Bureau.

Fact sheet

Company founded
1994

Products & services

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