Who We Are
If you are a successful individual looking for a financial counselor you are in the right place. If you are a business owner or HR Director looking for an investment professional to manage your company’s retirement plan(s), you too, are in the right place. Merrimac’s purpose is to create and preserve well being for both businesses and individuals through long term asset management.
We will build client relationships based on trust, competent professional advice, continued communication and prompt personal service. We will assist our clients in setting financial goals, monitoring these goals and keeping them informed of the process and progress of these goals.
Our success is based on an avid commitment to research of the assets that make up our clients’ portfolios and what role each asset performs within those portfolios. We have equipped our business with current technology and utilize many resources available within the financial services industry to deliver on the needs of our clients.
Thank you for visiting us in our virtual office, and don’t hesitate to contact us for a real life meeting.
Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about their progress towards attaining their financial goals. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.
Our company is based on the principle that education and understanding of one’s current financial situation is vital to successfully make prudent decisions concerning one’s future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email
or give us a call at 337-572-8991.