Jason Puniwai's Colleagues at Mercury Financial Group
Jason Puniwai's Contact Details
214-358-0011
Dallas,Texas,United States
Mercury Financial Group
Jason Puniwai's Company Details
Mercury Financial Group is a boutique firm comprised of the best our industry has to offer. We help our clients achieve their family's financial dreams. Our Planning Specialists work closely with the client's Financial Advisor to help ensure these dreams are achieved. Our Specialists are elite, credentialed consultants who lead the industry in planning expertise and solutions. Mercury works and partners with the major Wall Street based firms as well as Family Offices, RIA's & accounting firms. By partnering with Mercury Financial Group, advisors access an array of sophisticated planning strategies via our elite Planning Specialists. We significantly increase value in key areas of wealth management such as estate planning, estate structure, insurance, business planning and charitable giving.Though we are national in scope, we remain boutique at heart.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.