Your Financial Professional & Insurance Agent TERRY LEE MERLO

Address

289 BEECHNUT ST, NIPOMO, CALIFORNIA 93444

Phone

Office: 805-614-9507

Cell: 805-481-2810

Fax: 805-481-8218

Email tmerlo@ft.NewYorkLife.com

Contact me

My approach

Helping clients understand their options and achieve their goals are what make my job so rewarding. Every client is unique, so together we can develop a personalized approach that meets today's needs and tomorrow's as well.

Let's keep in touch

Solutions to fit your needs.

Here to help you plan for today and tomorrow.

With so many options and complex information, making financial decisions isn’t easy. That’s why I’m here to help you understand what's right for you.

Together we can create a strategy that's customized to your needs and goals. I believe that we’re in this together for the longhaul, so you can count on me to help manage and update our approach as your life changes.

My Credentials:

5 years licensed insurance professional

Certification and Education:

LUTCF

Protect your family – now and into the future.

Tell me a bit about yourself, and I will call you to discuss a personalized strategy.

First Name*

Last Name*

Email*

Phone Number*

Address (street, apt, bldg., etc.)*

City*

State*

Zip Code*

Date of Birth*

This helps us understand your immediate needs.

Join our email list to stay in the know about the best ways to prepare for your future.

adobeVisitorId

referrerUrl

scid

tid

*Required

Here's how I can help.

Protection Planning

Life Insurance can help protect your family by replacing lost income and providing a financial safety net if you or your spouse dies. Long-term care insurance can help pay for care and protect your lifestyle in the event of an unexpected health event.

See life insurance and long term care insurance

Retirement Income

Whether you want to travel the world, spend time with the grandkids, or just make sure all your day-to-day expenses are covered, a steady, dependable source of income can provide valuable peace of mind.

See retirement income

We believe Love Takes Action™

Through services ranging from life insurance to financial strategy, weʼve helped millions turn their love for their families into policies that help protect them. We personally serve each client by providing guidance and support through lifeʼs biggest moments.

Learn more

Life is a journey. We're here to help you along the way.

Agent-web-retirement-planning-1-300dpi-sized-1400x784.jpg

Planning for retirement.

How do you make sure that you’ll have the income you need as you head into retirement? You may want to consider a strategy that lets you maintain your lifestyle, helps you save, helps cover some costs for extended periods of care, or provides a stream of income when you retire.

Learn More

Getting married.

Merging your personal and financial lives means figuring out what works best for the two of you. You can customize a plan to protect you now and grow with you into the future.

Learn More

Growing your family.

With the right approach you can safeguard your family's future and prepare for your own financial needs. We can help you protect your biggest assets and also give you access to funds to help with big expenses like tuition or surprise expenses like medical bills or home repairs.

Learn more

TERRY LEE MERLO

CA Insurance License #0C59583

Not licensed to sell in all jurisdictions.

Search

Learn about your life insurance options

Find the right agent for you

Committed to responsible investing

Log in