Legal & Privacy Notice

Privacy & Data Use

J Merrill Financial, LLC values your privacy. We only collect personal information necessary to provide services or respond to your inquiries. We do not sell or share your data with third-party marketers. Forms submitted through this site are securely processed and only accessed by authorized team members.

Brokerage Disclosure

We are a licensed insurance brokerage representing multiple top-rated carriers. We are not employed by any one company and do not provide legal or tax advice. All recommendations are made in good faith based on your expressed goals and available plan options.

Estate & Document Guidance

We assist clients in preparing basic estate documents such as wills, powers of attorney, and healthcare directives. However, we are not attorneys and do not offer legal advice. We strongly recommend that all legal documents be reviewed and notarized by a qualified attorney in your state.

Accessibility

We are committed to providing accessible and inclusive service. If you encounter any issues accessing this website or its materials, please contact us directly at financial@jmerrill.one so we can assist you.

Terms of Use

By using this site, you agree to our general terms, including not misusing information provided or attempting to breach site security. We reserve the right to update this page at any time.