Mercury Financial Group

Get Full Access

Description

  • We're hiring! Check our our career page. https://emercury.com/careers/ Mercury Financial Group was founded in 2004 to offer advanced planning services to financial advisors for their high net worth clients. Since then, the firm has grown to become a nationally trusted partner to financial institutions, the major Wall Street firms, Registered Investment Advisors (RIAs), family offices and accounting firms. By partnering with Mercury Financial Group, advisors gain strategies through the firms planning specialists that significantly increase value in key areas of wealth management such as estate planning, estate structure, insurance, business planning and charitable giving. High net worth clients require progressive wealth planning options and alternatives. The planning specialists at Mercury Financial Group are veterans of the industry who work with financial, estate and tax advisors to help implement comprehensive wealth advisory plans specifically for these unique clients. Because Mercury Financial Group focuses solely on wealth advisory issues, the firm remains knowledgeable in the latest tools, strategies and techniques that benefit high net worth clients.Securities offered through The Leaders Group, Inc. Member FINRA/SIPC 26 W. Dry Creek Circle, Suite 575, Littleton, CO 80120, 303-797-9080. Mercury Financial Group is not affiliated with The Leaders Group, Inc.
  • location

    Headquarters:1445 Ross Avenue Suite 4600, Dallas, Texas, United States

    More
  • Mercury Financial Group phone

    Phone Number: +1 214-358-0011

  • Mercury Financial Group website

    Website: https://www.emercury.com

  • Mercury Financial Group employees

    Employees:30

  • Mercury Financial Group revenue

    Revenue:$1 - 10M

  • Mercury Financial Group legal name

    Legal Name:Mercury Financial Group

  • Mercury Financial Group's Social Media

    Mercury Financial Group linkedin Mercury Financial Group twitter
  • done Is this data correct?
  • |  NAICS Code: 524210  |

    Show More
Person level website identification

CEO for Mercury Financial Group

Aakash Bansal

Co Founder And Chief Executive Officer

Person level website visitor identification

Sell more in less time!

Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!

View Employees

Scott Logeman

Chief Human Resources Officer

Dan Ford

Owner

Jim Beauprez

Owner

Tim Stott

Owner

Jo Pazowski

Partner

Frequently Asked Questions regarding Mercury Financial Group

  • Where are Mercury Financial Group's Headquarters?

    Mercury Financial Group's Headquarters are in 1445 Ross Avenue Suite 4600,Dallas,Texas,United States

  • What is Mercury Financial Group's phone number?

    Mercury Financial Group's phone number is +1 214-358-0011

  • What is Mercury Financial Group's official website?

    Mercury Financial Group's official website is https://www.emercury.com

  • What is Mercury Financial Group's Revenue?

    Mercury Financial Group's revenue is $1 - 10M

  • What is Mercury Financial Group's NAICS code?

    Mercury Financial Group's NAICS code is 524210

  • How many employees are working in Mercury Financial Group

    Mercury Financial Group has 30 employees

  • What is Mercury Financial Group's Industry?

    Mercury Financial Group is in the industry of Financial Services

  • Who is Mercury Financial Group's CEO?

    Mercury Financial Group's CEO is Aakash Bansal

Company Directory