The Merrick Financial Group, LLC provides quality financial strategies, and offers insurance and financial services, and employee benefits to businesses and individuals. The company offers a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Russell Stewart is a Registered Representative and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company. Neither the Merrick Financial Group LLC, nor New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. 5960 Fairview Rd. Ste 400 Charlotte, NC 28210 980.259.1293 The Merrick Financial Group, LLC is not owned or operated by New York Life Insurance Company or its affiliates.