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Sharing a Past, Building a Future 
We bring over 175 combined years of NYPD experience and 150 combined years of Financial Planning Experience.

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Guidance For Every
Step or Phase

Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. Over the years, we’ve worked with clients and their other professional advisors – including attorneys and accountants – to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. And we’ll do the same for you.

Specializing in
NYPD’s Finances

Throughout our process, we help you identify and take advantage of all available financial opportunities via the job to meet your current financial goals and provide for a comfortable future. We bring our unmatched expertise to your financial planning and believe you are best served by our collaborative teams of former MOS and seasoned financial advisors. Our Expectation–is to earn your business as a lifelong client. This will be achieved by providing exceptional value in the accumulation phase all the way through the retirement process.

Our Services

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Financial Education

At Merrick Financial Group, we firmly believe the key to financial empowerment is knowledge, which is why we adhere to an “education-first” approach in everything we do.


Retirement Planning

For law enforcement, the prospect of working towards an early retirement can be both alluring and stressful. Much needs to be planned... Read More


Life Insurance Planning

Life Insurance can be the most cost efficient way to help create an instant estate for surviving family members who rely heavily on the income from one or both of... Read More


Investment Planning

Today’s dynamic and complex financial markets present a challenge for most people who lack the time and resources needed to... Read More


College Education Planning

The rising cost of a college education has an increasing number of families struggling to properly allocate resources so they don’t... Read More


Estate Planning

Failing to properly plan your estate can cause unintended consequences for the very people it is intended to benefit, and, in many cases... Read More

Join Our Upcoming Events

These are our upcoming Events. Please check back, we are always adding additional events!

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Our Process

Webinar: Retirement Planning Seminar (Tier 2 Focus)

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Our History

Event: Thank You

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Our Values

Past Event: Merrick's Annual Fishing Trip

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Providing Specialized Financial Planning For Law Enforcement Professionals. 

About Us
Meet The Team

At Merrick Financial Group, we are here to support you in achieving your individual financial goals.

Financial Advisors

NYPD Liaisons and Trainers

Administrative Staff

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Let's Get Started

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