Mercer Advisors Wealth Management
375 Woodcliff Drive, Fairport, NY 14450
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Mercer Advisors Wealth Management, located at 375 Woodcliff Drive in Fairport, New York, is a finance institution dedicated to helping individuals achieve their financial goals and live the life they desire. Their team of wealth advisors offers a comprehensive approach to wealth management, connecting all aspects of a client's financial life including financial planning, investments, tax strategies, estate planning, trustee services, and insurance.
As a fiduciary institution, Mercer Advisors is committed to always acting in the best interest of their clients, providing personalized portfolio management by a team of full-time investment professionals. Their investment philosophy is rooted in science and research, focusing on building globally diversified, low cost, tax efficient portfolios tailored to each client's needs.
With a focus on helping clients achieve their true priorities in life, Mercer Advisors also offers specialized services for female investors and wealth builders, with the option to partner with a female advisor for a more tailored experience. Their goal is to provide the most pertinent advice for life events specific to each individual.
Whether you are looking for financial planning, investment management, tax planning, estate planning, insurance solutions, trustee services, or assistance with business retirement plans, Mercer Advisors is dedicated to helping you navigate the complexities of wealth management and achieve your financial goals. Fill out a form on their website to connect with an advisor and start your journey towards financial success.
Reviews
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