Experience "Since 1983 Merrimack Insurance & Retirement Planning Services have managed over 25,000 individual health benefits, retirement plans and/or life insurance and disability programs for our clients and their employees." My mission is to help individuals develop financial objectives, and achieve those objectives through various financial products and investment services that are designed to meet their present and future needs. My goal is to help you make informed decisions about issues that affect your financial well being so you can achieve financial freedom.
Services
Preparing for that next step in life isn't always easy. The road to financial stability can seem complicated, time consuming, and difficult-perhaps even a bit overwhelming. Life is full of so many responsibilities and priorities that it can be hard to find time to start or even to know where to begin.
Since 1983 Merrimack Insurance & Retirement Planning Services has provided wealth management, insurance, estate planning, business succession strategies, employee benefits, retirement funding, long-term care insurance and education funding to our clients. Merrimack Insurance & Retirement Planning Services is committed to each of its client's individual financial success.
Are you ready to speak with a Financial Services Representative about helping to secure your financial future? Get in touch with one of our professionals today. Let us know how we can help. Visit our Financial Services Representatives at a local office near you and start crafting your strategy to help secure your financial future today.
When it comes to your company's success, few things are as critical as having the right employee benefit and retirement plans in place. After all, such plans will have a tremendous impact on you, your employees and their families - both now and well into the future. At Merrimack, we recognize the importance of sound employee benefit and retirement planning.
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