Reviews for Mercer Advisors Wealth Management

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Aug 2014
This is not 5 Stars lightly given. I've been a Mercer client for close to 25 years, so I can speak with some authority. Every aspect of my life has been improved by my relationship, first with Rick Mercer and then with the entire Mercer team. If not for their diligence, skill and investment philosophy I would undoubtedly still be bent over the dental chair. I work now with Chuck Breuch at the Boulder Branch and although, because I'm retired, I am "small potatoes " in terms of income, I still receive the finest of service. If love and investments can be used in the same phrase, they apply to Mercer Advisors and me.

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From Mercer Advisors Wealth Management

For nearly 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives. How? By integrating expertise in financial planning, investment management, tax, estate, insurance, and more – all managed by a single team. With Mercer Advisors, you’ll benefit from a hand-picked advisor, an institutionalized-grade portfolio, and a fully independent national fiduciary. Learn more about our family office for your family.

Hours

Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 5PM
Friday: 8AM - 5PM
Saturday: ClosedSunday: Closed

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Ratings

Google: 3.7/5