Reviews for Mercer Advisors Wealth Management

Mar 2021

Incredibly professional and responsive. As a millennial with a very risk averse financial perspective, no firm has given me the peace of mind in investing for my future like they have. Five stars.
Mar 2021

This is one of the most professional and knowledgeable companies I've ever dealt with. They're very honest truly have the customer's best interest at heart and is a great team. I would recommend anyone to give them a chance to win your business I will never go anywhere else.
Mar 2021

We have worked with Lake Point Advisory Group as a support company for many years, and have always found them to be professional. They are always prompt to return emails or phone calls when we contact them. We have enjoyed working with Lake Point, and we would highly recommend them!

From Mercer Advisors Wealth Management

Our Rockwall wealth and financial advisors will take the time to fully understand your financial situation and goals. We have over 35 years of experience in financial planning and wealth management services like: investment management, retirement planning, estate planning, corporate trusts, tax planning and preparation, and more.