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Balanced Financial Services for a Balanced Life

At Merlin Insurance & Financial Services, we understand the stress that finances can cause—and that stress can impact the balance in every aspect of your life. We consider it our goal to help you achieve a more balanced life by giving you the support, education, and guidance you deserve. We alleviate the burden of the day-to-day management of your finances, while educating and empowering you to be an active partner in your own success. With Merlin, you can finally feel confident about your finances, so you can focus on the things that matter most to you.

Personal Solutions

Business Owners

Medical Professionals

Emergency Savings

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  818-974-3644