Mercer Financial Group

Finance · Kansas, United States · 1-10 Employees

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Overview

Headquarters

801 E Douglas Ave Fl 2, Wichita, Kansas,...

Phone Number

(816) 834-9595

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Mercer Financial Group

Mercer Financial Group specializes in holistic retirement planning, offering services such as social security planning, tax strategies, and end-of-life planning. With over 32 years of experience, they provide transparent advice and personalized financial strategies to help clients navigate retirement with confidence. Their target clients include individuals seeking comprehensive financial education and support, particularly women in retirement. The firm operates independently, prioritizing client interests through fiduciary-driven planning and ongoing support.Explore more
Popular SearchesMercer Financial GroupSIC Code 62,628NAICS Code 52,523Show more

Mercer Financial Group Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Mercer Financial Group

<$5M
1-10
Private
-
-
$5.3M
11-50
Private
<$5M
2011
JG
Jeffrey GasserChief Financial Officer
<$5M
1-10
Private
-
-
TT
Travis TazawaManager, Cfp Wealth
<$5M
1-10
Private
-
2000
<$5M
1-10
Private
<$5M
2017
HH
Heather HerringFinancial Services Advisor
<$5M
1-10
Private
-
-
LL
Lindsey LobaughManager, Client Operations
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Company Profile Activity

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Among all Finance companies

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Activity Insights

Mercer Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Mercer Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Mercer Financial Group.

Mercer Financial Group Tech Stack

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Frequently Asked Questions Regarding Mercer Financial Group

What is Mercer Financial Group's official website?
Mercer Financial Group's official website is www.mercerfg.com
What is Mercer Financial Group's Revenue?
Mercer Financial Group's revenue is <$5 Million
What is Mercer Financial Group's SIC code?
Mercer Financial Group's SIC: 62,628
What is Mercer Financial Group's NAICS code?
Mercer Financial Group's NAICS: 52,523
How many employees does Mercer Financial Group have?
Mercer Financial Group has 1-10 employees
What industry does Mercer Financial Group belong to?
Mercer Financial Group is in the industry of: Finance, Securities Trading
What is Mercer Financial Group competition?
Mercer Financial Group top competitors include: Milestone Wealth Management, Capital Wealth Advisors, Retirement Solutions Group, Financial Longevity Advisory
What technology does Mercer Financial Group use?
Some of the popular technologies that Mercer Financial Group uses are: Embedly, Microsoft 365, GoDaddy DNS, GlobalSign
How do I contact Mercer Financial Group?
Mercer Financial Group contact info: Phone number: (816) 834-9595 Website: www.mercerfg.com
What does Mercer Financial Group do?

Mercer Financial Group specializes in holistic retirement planning, offering services such as social security planning, tax strategies, and end-of-life planning. With over 32 years of experience, they provide transparent advice and personalized financial strategies to help clients navigate retirement with confidence. Their target clients include in... dividuals seeking comprehensive financial education and support, particularly women in retirement. The firm operates independently, prioritizing client interests through fiduciary-driven planning and ongoing support.Read More

Is Mercer Financial Group a public company?
Mercer Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Mercer Financial Group

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