1840 Merrick Avenue, Merrick, NY 11566

mfg@merrickfinancialgroup.com

Home
Services
Who We Are
- Our Team
MOS Links
- Affiliates
Blog
Events
Resources
Schedule a Call

Steven Wallace, Retired PBA Delegate

Steven Wallace, Retired PBA Delegate

Executive Training Liaison

516-868-0044

Steven.Wallace@merrickfg.com

Contact

Office: 516-868-0044

Fax: 516-868-3222

1840 Merrick Avenue

Merrick, NY 11566

mfg@merrickfinancialgroup.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
Latest Articles
All Videos
All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2026 FMG Suite.

Merrick Financial Group 1840 Merrick Avenue Merrick, NY 11566 Office: 516-868-0044 Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

This site is published for residents of the United States only. Financial Professionals of Cetera Wealth Services, LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Wealth Services, LLC site at https://ceterawealthservices.com

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Important Information and Form CRS | Business Continuity