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Mercer Advisors Wealth Management
1250 Ironwood Drive, Coeur d'Alene, Idaho, United States
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About the Mercer Advisors Wealth Management
Mercer Advisors Wealth Management, located at 1250 Ironwood Drive in Coeur d'Alene, Idaho, offers a unique approach to wealth management. They believe in helping clients transition from being wealth-builders to wealth-enjoyers, while still focusing on protecting and growing their wealth. Their services go beyond just managing investment portfolios to include financial planning, tax and estate planning, trust services, insurance coverage, and more.
The team of talented wealth advisors at Mercer Advisors in Coeur d’Alene are dedicated to helping clients connect all the dots of their financial lives. From Jim Czirr, a Chartered Financial Analyst and CERTIFIED FINANCIAL PLANNER™ professional, to Brian, who has over 30 years of experience in wealth management, to Alexa, who is passionate about guiding clients toward financial freedom, each advisor brings a unique perspective and expertise to the table.
Laura, a Managing Director at Mercer Advisors, has been recognized for her leadership and dedication to helping clients achieve Economic Freedom™. She has received awards such as the Thrive Award and has been named a Top Woman Advisor by Forbes. The team at Mercer Advisors is committed to promoting the financial advice profession, advocating for financial literacy, and engaging in pro bono financial planning work.
Overall, Mercer Advisors Wealth Management offers a comprehensive approach to wealth management that goes beyond just managing investments. They provide personalized solutions to help clients achieve their financial goals and enjoy the fruits of their labor."
1250 Ironwood Dr Suite 110, Coeur d'Alene, ID 83814, United States
Opening hours of Mercer Advisors Wealth Management
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
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