Mergent Group

Services Offered

• cash flow and budgeting
• risk and insurance management
• investment positioning
• tax planning
• estate planning
• trust and will review
• college funding

About

Mergent Group is an independent financial planning and wealth management firm located in Dallas, Texas. The firm offers a range of services including cash flow and budgeting, risk and insurance management, investment positioning, tax planning, estate planning including trust and will review, and college funding. Their team includes Certified Financial Planner practitioners who provide tailored financial strategies. Mergent Group serves individuals, families, and business owners, focusing on Generation X and Y, pre-retirees, and Millennials.

Reviews

Location

Business Information