Broker Check

Financial Review

As part of its “education-first” approach, the professionals at Merrick Financial Group offer a complimentary,
no-obligation Financial Review to help bring clarity to each individual’s finances and aspirations. Our goal is to provide you with a clear picture of where you are today and where you want to be in the future. We then provide you with a blueprint of how you can achieve your goals.

The Financial Review examines five key aspects of your financial picture:

  • Retirement goals
  • Life insurance needs
  • College education goals
  • Investment objectives including determining your risk tolerance
  • Estate planning, including the possible need to provide care for aging parents.

Our professionals at Merrick Financial Group can offer advice and solutions as part of any financial strategy you might need. Our sole objective is to empower you to make sound financial decisions with clarity, confidence and comfort, and provide solutions suited to your needs.

The Financial Review imposes no obligation on your part.

For a complimentary Financial Review, contact Merrick Financial Group today at

Schedule An Appointment Here

Thank you! Oops!