Merle D. Koon,  CFP<sup>&reg;</sup> - Financial Advisor

Merle D. Koon, CFP®

Financial Planner

Trustmont Group

207 Pine Grove Court
Baden, PA 15005
(724) 816-5254


Merle Koon is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Trustmont Group in Baden, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications


Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Insurance, Job Loss, Retirement, Stocks & Bonds, Succession Planning, Long-term Care, Medical & Health Issues, Sudden Wealth


Helpful Financial Planning Resources