Mercer Financial Group
At Mercer Financial Group, we provide personalized, fiduciary-driven retirement planning designed to bring clarity, confidence, and long-term security to your financial future. As an independent firm, we place your interests first—delivering transparent guidance, thoughtful strategies, and ongoing support to help you retire with purpose and peace of mind.
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Verified contacts
6
available on Kipplo
LinkedIn employees
8
1 to 10 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- JM
Jon Mercer
Owner · General Business & Management
EmailPhone - RP
Ralph Puzio
Principal · Finance & Accounting
EmailPhone - CR
Carrie Ramold
Independent Insurance Agent · Sales & Business Development
EmailPhone
Showing 3 of 6 verified contacts
Top roles at Mercer Financial Group
5 distinct titles indexed · top 5 shown.
- 2independent insurance agent
- 1financial planner
- 1insurance agent
- 1owner
- 1principal
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