Since 1987
Founded in 1987, The Merchant Group is one of the most experienced Insurance & Financial Planning firms. We have established a team investment professionals, focused on income protection, reducing tax liabilites and asset protection.
We employ a long-established strategy of using Insurance products to hedge market risk with index-focused investing across all of our markets.
We provide insurance solutions in regards to business and commercial policies. For personal solutions we offer asset preservation, retirement planning, and wealth management with a focus on reducing estate tax liabilities.
Since 1987
INSURANCE | FINANCIAL PLANNING | WEALTH MANAGEMENT | BUSINESS SOLUTIONS