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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 to

  • Develop clear investment objectives
  • Fully understand your attitude about risk
  • Design an investment strategy that reflects your profile
  • Select investment options most suitable for your needs
  • Monitor your investment performance
  • Make adjustments to ensure you stay on track to your objective

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

*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.

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