Mercer Advisors Wealth Management 475 North Martingale Road, Schaumburg, IL 60173
About the Business
Mercer Advisors Wealth Management, located at 475 North Martingale Road in Schaumburg, Illinois, is a finance institution that offers a unique approach to wealth management. They believe in helping clients not only build wealth but also enjoy the fruits of their labor. With expertise in financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more, Mercer Advisors aims to oversee and connect all aspects of a client's financial life.
Their team of talented wealth advisors in the Schaumburg area are dedicated to helping clients achieve their financial goals. From Dane, who is passionate about financial literacy and education, to Tom, who specializes in investment management and retirement planning, to Lauren, who provides comprehensive financial plans, the advisors at Mercer Advisors are committed to empowering clients with the knowledge to make informed decisions for a financially secure future.
Whether it's Grace's deep-rooted passion for her clients' financial well-being, Carin's tailored financial strategies, Steve's belief in strong relationships, Alec's expertise in tax strategies, Marzena's experience with high-net-worth clients, or Dominic's decade-long career in building comprehensive financial plans, the team at Mercer Advisors is dedicated to helping clients achieve success in their financial journey.
If you're looking for a wealth management firm that goes beyond just managing your investment portfolio, Mercer Advisors in Schaumburg may be the right fit for you. Visit them today to see how they can help you connect all the dots of your financial life."
Photos
Location & Phone number
475 N Martingale Rd #300, Schaumburg, IL 60173, United States
Hours open
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Held a phone conference for us to learn about changes to our plan instead of just throwing us to the wolf's. Was very helpful and appreciated. And as a plan member they also offered free analysis of my whole portfolio not just my retirement account, which I found as a very refreshing offer. Their not scared to actually give you a professional opinion. So far so good!! 4 stars instead of 5 due to my works idea of selling MY investments out from my account in order to change the plan line up. I wish they would have advised to let us as individuals pick when we wanted to sell our investments, not just on a random Friday. Even though the plan line up changed I wanted to keep my positions and let them grow while new money went to the new line up, still 4 stars because I feel that was my works doing and not mercer!"
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