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Merrick Wealth
Investment BankInvestment Bank
About Merrick Wealth
Merrick Wealth, based in New Castle, DE, provides comprehensive financial planning and investment services. Our team of experienced financial planners and advisors helps individuals, families, and business owners achieve their financial goals. We offer tailored solutions, including financial analysis, risk management, wealth accumulation, and tax optimization. Our services extend to retirement, education, and estate planning. We also specialize in qualified retirement plans, pension plans, business succession strategies, executive compensation packages, and exit planning for businesses. At Merrick Wealth, we are committed to providing personalized, client-focused solutions to guide you toward financial success and peace of mind.
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