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Mercury Financial Group

@emercury.com

Mercury Financial Group is a provider for top Wall Street-based firms, banks, accounting practices, family offices and RIAs.

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Mercury Financial Group, part of Lion Street Private Client Group, is a leading brand in the financial industry. Comprised of a network of planning specialists across major U. S.


Their focus is on helping high-net-worth individuals and businesses achieve success through business and estate planning strategies. With a dedicated team of professionals who work seamlessly with tax and legal advisors, Mercury Financial Group designs personalized solutions using the latest planning solutions coast-to-coast. Their approach is collaborative, personalized, and supported by industry-leading technology and operational resources.


Mercury Financial Group offers expertise in a range of areas, including wealth transfer/estate planning, life insurance strategies/analysis, charitable giving, business succession planning, retirement accumulation and income strategies, and specialty expertise with private placements, insurance for foreign nationals, and premium finance. Stay updated with their industry perspectives, insights, analysis, and fresh perspectives that provide a deeper understanding of planning solutions. Contact Mercury Financial Group today to discover how they can elevate your financial strategy

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