In 2003, a small startup firm opened its doors for the first time in Del Rio. What started as a dream to build a business has turned into the reality of helping others improve their quality of life through financial education, awareness and implementation of sound financial practices. What started as Amistad Taxes Plus, which focused on providing tax preparation, bookkeeping and business services has developed into a firm specializing in holistic financial services.
Today that firm is known as Money Link Financial Services Inc. and Gilbert Mercado Financial Services Inc. Under their corporate structures, they offer services under the brand names of Money Concepts Wealth Management and Financial Planning, Liberty Tax and Money Link Financial Services. Each brand offers distinct services; however, to the clients and community they serve, the distinction is solely on paper. With a team of 15 plus employees, each with varying responsibilities and areas of expertise, clients are afforded services which include bookkeeping, payroll and business consultation, tax preparation and planning, representation before the Internal Revenue Service and financial planning, investments, and retirement planning!
The firm’s President and CEO, Gilbert Mercado, oversees the overall operations and provides guidance for the future growth and direction of the company. He holds a Master of Business Administration (MBA) degree along with multiple securities licenses and designations including a series 7, 65 and 22, as well as the Master Registered Financial Consultant (MRFC) and Certified Fund Specialist (CFS). Irmarie Mercado, the firms COO and Executive Vice President, oversees day to day operations and also holds multiple industry designations, including the NTPI Fellow and Certified Bookkeeper (CB). Gilbert and Irmarie are also Enrolled Agents (EA). This is the highest credential offered by the Internal Revenue Service and are experts in the field of taxation. This license also allows them the same rights of representation as a CPA or Tax Attorney before the IRS.
The organization believes in educating their clients and community in financial matters so that they are empowered to reach the level of financial success they are seeking. This is evident in the firm’s motto, “We help transform people to achieve life’s freedoms!” The passion to help others is deep rooted in lessons Mr. Mercado learned from his mother and father.