Merrick Financial Inc.

My wife and I had an excellent experience with Chris. From the very first call, Chris took the time to understand our concerns, specific needs and financial goals, and explained how he could help us achieve a secure financial future without any pressure to engage his services. Chris was very easy to work with and communicated promptly, which we really appreciated. After a thorough discovery phase of our current financial state, Chris planned multiple financial scenarios as we requested, and built a detailed financial plan to strengthen cashflow, streamline investments, and maximize retirement savings. Chris patiently explained his thought process behind the financial plan he had tailored for us, and answered all of our questions in detail, which made everything very easy for us to understand and implement on our own. If you are looking for objective, unbiased, honest and thoughtful financial planning, Merrick Financial is the way to go. We highly recommend Chris’ financial planning services!

My wife and I had very positive experience working with Chris Merrick to develop a comprehensive financial plan. Chris did a great job learning about our situation and understanding our specific goals. Our reports from Chris gave us the insight needed to feel comfortable about a decision on a new management strategy for our assets. We both came out of the experience with a more realistic view of our retirement plans and our long-term savings goals. Would recommend Chris to any of our friends.

Working with Chris was a great experience and I would highly recommend his services. I am retired, and after taking into account my current financial position and resources and my goals going forward, he provided me with a clear and concise report which details the best path forward to ensuring financial security for the future. Chris is very thorough, knowledgeable, direct in his communication, and professional. Via a zoom call he explained the report in detail and provided great advice. He is completely independent and therefore will not recommend any particular services or investment which is exactly what I was looking for. Thank you Chris for providing me with both reassurance and a sound financial plan.