Business Details
About
Financial PlannerInvestment ServiceTax Preparation ServiceNon Profit Financial ServicesTax ConsultantInsurance Consultant
For 40 years, Mercer Advisors has called Arizona home. Most of our Scottsdale advisors were born and raised here, and love providing our clients a local office feel — with the resources of a national firm.
Deep experience with: Medical professionals, entrepreneurs, tech leaders, real estate professionals, and engineers.
Specialized solutions include: Real estate wealth, multi-generational succession planning, concentrated stock positions, divorce, and other life transitions.
We're proud that nearly half of our client-facing team firm-wide are women.
Details
- Online appointmentsAvailable
- RestroomAvailable
- Onsite servicesAvailable
- Wheelchair accessible entranceAvailable
Location
Mercer Advisors - Scottsdale
7033 East Greenway Parkway, Scottsdale, AZ
85254, United States
Hours
Reviews
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Frequently Asked Questions About Mercer Advisors - Scottsdale
What services does Mercer Advisors - Scottsdale offer?
Mercer Advisors - Scottsdale offers financial planning, tax planning and preparation, investment management, estate planning, insurance solutions, and trustee services.
What are the business hours for Mercer Advisors - Scottsdale?
Mercer Advisors - Scottsdale is open Monday through Friday from 8:00 AM to 5:00 PM and closed on weekends.
Where is Mercer Advisors - Scottsdale located?
Mercer Advisors - Scottsdale is located at 7033 East Greenway Parkway, Suite 290, Scottsdale, AZ 85254, USA.
Is Mercer Advisors - Scottsdale accessible for clients with disabilities?
Yes, Mercer Advisors - Scottsdale has wheelchair accessible entrance, parking, and restrooms.
Can I schedule an appointment online with Mercer Advisors - Scottsdale?
Yes, Mercer Advisors - Scottsdale offers online appointments for your convenience.
What types of clients does Mercer Advisors - Scottsdale specialize in serving?
They have deep experience serving medical professionals, entrepreneurs, tech leaders, real estate professionals, engineers, and offer specialized solutions for various life transitions and wealth planning needs.
Which nearby real estate agents or agencies are close to Mercer Advisors - Scottsdale?
Nearby real estate agents and agencies include Chris Lewis Real Estate Group, DeSanti White Group, Carl Chapman REALTOR, Milk And Honey Team, Dave Severyns - West USA Realty, J W Hill Investments- West Usa Realty, Steven D Properties - West USA Realty, Judy Park - West USA Realty, The Crabtree Team-West USA Realty, Celine Ocampo - West USA Realty, The Ignite Group, Tara Winchell - West USA Realty, Youngim Winston Realtor, and Carolyn Herrera - Realtor Home America.
Are there any medical or health-related services near Mercer Advisors - Scottsdale?
Yes, nearby medical and health-related services include Deborah Bash, MD (plastic surgeon and doctor), UpScript, Anderson Psychological Associates, Beyond the Surface Skin Care spa, and Venus Body Contouring medical spa and beauty salon.
Can I visit a spa or beauty salon near Mercer Advisors - Scottsdale before or after my appointment?
Yes, you can visit Beyond the Surface Skin Care spa or Venus Body Contouring medical spa and beauty salon located nearby.
Are there other professional services near Mercer Advisors - Scottsdale that could complement financial planning?
Yes, nearby professional services include Silver Law PLC for legal and tax law services, FabCom for marketing and advertising, and Lucas Construction Group for construction services.