Investment Planning Today’s dynamic and complex financial markets present a challenge for most people who lack the time and resources needed to effectively manage and optimize their investments. At Merrick Financial Group, we work with our clients to develop a long-term investment strategy tailored to their specific needs, objectives and risk profile. Because we offer a wide range of investment options, we can help you construct an investment portfolio with optimum diversification*.At Merrick Financial Group we actively engage with you toDevelop clear investment objectivesFully understand your attitude about riskDesign an investment strategy that reflects your profileSelect investment options most suitable for your needsMonitor your investment performanceMake adjustments to ensure you stay on track to your objectiveFor a complimentary Financial Review, contact Merrick Financial Group today at MFG@merrickfinancialgroup.com*Using diversification as part of your investment strategy neither assures nor guarantees better performance and cannot protect against loss of principal due to changing market conditions. Schedule An Appointment Here Name Email Phone Question Thank you! Oops!