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Our Services

At Merrimac Asset Management, LLC., we provide assistance in the following areas:

Investments

  • Common & Preferred Stock
  • Corporate Bonds
  • Certificates of Deposit
  • Municipal Bonds
  • Government Securities
  • Mutual Funds
  • Options
  • Variable Annuities
  • Managed Commodities
  • Separately Managed Accounts

Retirement & Education Planning

  • Traditional & Roth IRA’s
  • Simple IRA’s
  • SEP IRA’s
  • 401 (k) Plans
  • 403 (b) Plans
  • 457 Plans
  • Estate Plans
  • Profit Sharing Plans
  • Money Purchase Plans
  • Coverdell Education IRA’s
  • College 529 Plans
  • Custodial Accounts

Insurance

  • Disability Insurance
  • Life Insurance
  • Long Term Care
  • Health Insurance