Overview
CRD#: 4170903
"0"
Disclosures
"24"
Years of Experience
"6"
Firms
"27"
State Licenses
"1"
FINRA Registration
Who am I?
About Eric Michael Merrifield
With over 20 years of experience in the financial industry,
I have helped individuals and businesses navigate
the complexities of investing, wealth management, and financial planning.
Financial Advisor & Stock Broker
my goal is to provide strategic, data-driven insights that help my clients achieve long-term financial success.
As a firm believer in financial education and transparency, I empower my clients to make informed decisions.
Take control of your financial future—join us today and start building wealth with expert guidance!
Services
What I Offer
Smart Strategies, Secure Futures – Expert Financial Services Tailored for You!
Unlock Your Wealth Potential with Expert Financial Guidance!
Investment Planning
We create tailored investment strategies to help you grow your wealth while managing risk effectively.
A well-structured investment plan helps you navigate financial markets confidently, ensuring your money works for you efficiently. With expert financial advice, you can optimize returns while safeguarding your wealth for future needs.
Would you like to explore a personalized investment strategy? Let’s build a roadmap to your financial success!
Retirement Planning
Retirement planning is one of the most crucial financial services offered by a financial advisor. It involves structuring your finances to ensure you can maintain your desired lifestyle after you stop working.
A financial advisor helps you navigate investment strategies, income planning, and risk management to build a retirement fund that lasts.
By preparing early and making informed financial decisions, you can ensure financial independence and peace of mind in your golden years. 📢 Start planning for your future today! Let’s build a retirement strategy that works for you.
Stock Market Advisory
Get expert insights and recommendations to navigate the stock market and make informed investment decisions.
Stock market investing can be a powerful way to build wealth, but it also comes with risks. A financial advisor specializing in stock market advisory helps clients navigate the complexities of investing by offering expert market insights, tailored investment strategies, and risk management solutions.
Whether you're a beginner or a seasoned investor, working with a professional ensures you make informed, strategic decisions to maximize returns while minimizing risks.
Wealth Management
Wealth management is more than just investing—it’s a holistic approach to growing, preserving, and transferring your wealth efficiently.
A financial advisor specializing in wealth management helps high-net-worth individuals, business owners, and families make strategic financial decisions that align with their long-term goals.
With expert guidance, wealth management ensures your assets are not only growing efficiently but also protected from risks, optimized for tax efficiency, and structured for future generations.
Licenses
State Registrations
Certified, Trusted, and Licensed to Guide Your Financial Future.
- B - Arizona
- B - Ohio
- B - California
- B - Oregon
- B - Colorado
- B - Pennsylvania
- B - Connecticut
- B - Rhode Island
- B - Florida
- B - South Carolina
- B - Kansas
- B - Tennessee
- B - Maine
- IA - Texas
- B - Massachusetts
- B - Texas
- IA - Massachusetts
- B - Utah
- B - Michigan
- B - Vermont
- B - New Hampshire
- B - Virginia
- B - New Jersey
- B - Washington
- B - New York
- B - Wisconsin
- B - North Carolina
Experience
Work History
A Legacy of Expertise: Proven Success, Lasting Impact.
Experience You Can Trust, Results You Can Count On.
FAQ
Frequently Asked Questions
Got questions ?
Maybe your answer is right below
What my Clients Say
"Expert guidance helped me grow my portfolio!"
— John Devon
Chemical Engineer
"A trustworthy advisor who always has my best interest in mind."
— Sarah Langford
Entrepreneur
"Retirement planning was made simple and stress-free."
— Mark Triaro
Small Business Owner
"The best stock market advice I’ve ever received!"
— Emily Ruther
Retiree