Mercantile Financial Group provides fee-based financial planning and investment consulting including retirement planning; asset allocation advice; investment analysis; stock option exercise analysis; planning for education funding; insurance planning; charitable giving strategies; company retirement planning; and lending.
Securities and investment advisory services are offered through Raymond James Financial Services, Inc., Member NASD/SIPC, an independent broker/dealer, and are not insured by FDIC or any other bank insurance; are not deposits or obligations of Heartland Bank; are not guaranteed by Heartland Bank; and are subject to risk; including possible loss of principal.
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