Reviews for Mercer Advisors Wealth Management

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Mar 2024
Horrible experience with the folks here. Super unhelpful, sent repetitive information without addressing a few basic questions and only seem to care about the money they make off of you. Would not recommend for any reason.
Apr 2015
I have been associated with Chuck since I started in practice, way back in the early 90's, when he was still wet behind the ears. I am pleased to say that I have achieved economic freedom at age 59, and am starting a new life in retirement. He and Krysia do a great job.

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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: 1/5