Merlin is a full-service wealth-management and planning firm. While many other firms in our industry are centered on matching your needs to an existing product, we believe in a service-centered approach that allows us to customize our financial solutions to fit you. We keep our focus on your vision for the future, and strive to create a lasting impact on your wealth potential. -- Merlin Insurance and Financial Services is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities, member FINRA, SIPC. OSJ: 500 North Brand Blvd. Suite 2000 Glendale, CA 91203 888.600.4667. PAS is a wholly-owned subsidiary of Guardian. Merlin Insurance and Financial Services is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.