Business Details
About
Financial PlannerInvestment ServiceTax Preparation ServiceNon Profit Financial ServicesTax ConsultantInsurance Consultant
Mercer Advisors is proud to help families in the Coachella Valley with all their wealth management needs. With a team of local CFA® and CFP® professionals, we provide tailored, personalized guidance to a wide range of families and businesses, including ultra high-net-worth clients.
Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, navigating family dynamics and providing clarity when complexity arises.
Special services: Snowbirds and multi-state planning needs.
Private market investment: Our institutional-grade investing provides access to otherwise hard-to-reach private investments, for those who qualify.
Details
- Online appointmentsAvailable
- RestroomAvailable
- Onsite servicesAvailable
- Wheelchair accessible entranceAvailable
Location
Mercer Advisors - Indian Wells
74-785 Highway 111, Indian Wells, CA
92210, United States
Hours
Frequently Asked Questions About Mercer Advisors - Indian Wells
What services does Mercer Advisors - Indian Wells offer?
Mercer Advisors - Indian Wells provides financial planning, tax planning and preparation, investment management, estate planning, insurance solutions, and trustee services.
What specialties does Mercer Advisors - Indian Wells cater to?
They specialize in retirement planning, living and relocating in retirement, assisting divorcing clients, chronic health conditions, special needs dependents, dual career families, inherited wealth, business owners, corporate executives, physicians, dentists, federal employees, various groups of women, selling businesses, career switches, IPOs, family businesses, professional athletes, investors, and generational wealth stewards.
What are the office hours for Mercer Advisors - Indian Wells?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and closed on weekends.
Where is Mercer Advisors - Indian Wells located?
Mercer Advisors - Indian Wells is located at 74-785 Highway 111, Suite 202, Indian Wells, CA 92210, USA.
Does Mercer Advisors - Indian Wells provide wheelchair accessible facilities?
Yes, it offers wheelchair accessible entrance, parking, and restrooms, ensuring accessibility for all clients.
How can I schedule a consultation with Mercer Advisors - Indian Wells?
You can schedule a consultation by visiting their website or using the 'Schedule a Call Today' link provided on their featured message.
Is Mercer Advisors - Indian Wells recognized for its financial services quality?
Yes, Mercer Advisors is rated the #1 RIA firm in the nation by Barron's, indicating their high quality and reputation.
Are there other financial service firms near Mercer Advisors - Indian Wells?
Yes, nearby financial firms include Yack Wealth Management, Private Asset Management, and Charles Schwab, which offers banking services.
What are some nearby medical and wellness facilities near Mercer Advisors - Indian Wells?
Nearby wellness facilities include Aura Massage and Enhanced Health & Wellness Spa, while medical services nearby include Desert Medial Imaging and Executive Urgent Care Services.
Are there dining or shopping options near Mercer Advisors - Indian Wells?
Yes, nearby options include Cafe Italia for Italian dining, Indian Kitchen for Indian cuisine, and grocery stores such as Ralphs and Sprouts Farmers Market.