Business Details
About
Financial PlannerInvestment ServiceTax Preparation ServiceNon Profit Financial ServicesTax ConsultantInsurance Consultant
Mercer Advisors is proud to help families living in Silicon Valley with their comprehensive wealth management needs. We have deep experience working with technology professionals, engineers, private company founders, and many others across a range sectors.
Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others.
Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions.
We're proud that nearly half of our client-facing team firm-wide are women.
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Location
Mercer Advisors - Mountain View - Silicon Valley
800 West El Camino Real, Mountain View, CA
94040, United States
Hours
Frequently Asked Questions About Mercer Advisors - Mountain View - Silicon Valley
What are the main financial services offered by Mercer Advisors in Mountain View?
Mercer Advisors provides financial planning, tax planning & preparation, investment management, estate planning, insurance solutions, and trustee services.
Where is Mercer Advisors - Mountain View - Silicon Valley located?
It is located at 800 West El Camino Real, Office #4 Suite 180, Mountain View, CA 94040, USA.
What are the business hours for Mercer Advisors in Mountain View?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on Saturdays and Sundays.
What expertise does Mercer Advisors have for clients in Silicon Valley?
They have deep experience working with technology professionals, engineers, private company founders, C-suite professionals, entrepreneurs, physicians, and others, offering specialized wealth management solutions.
How can I schedule a consultation with Mercer Advisors in Mountain View?
You can schedule a consultation by visiting their website or using the 'Schedule a Call Today' link provided on their site.
Is Mercer Advisors in Mountain View known for any special recognitions?
Yes, Mercer Advisors is the #1 Rated RIA Firm in the Nation as recognized by Barron's.
What kind of clients does Mercer Advisors specialize in serving?
They specialize in serving women business owners, multi-generational families, corporate executives, physicians, professional investors, and more with tailored wealth management.
What nearby places of interest are close to Mercer Advisors that might be useful for visitors?
Nearby places include Wealth Architects (financial advising), Miko Robot USA (technology company), and Hathorn Insurance Agency. Visitors can also find professional services like Bonni Li Accounting and local contractors like Element Home Remodeling nearby.
Are there nearby transit or professional services that can assist visitors coming to Mercer Advisors?
Yes, nearby rental services like Regus and professional services such as Alcorn Immigration Law and Kalia Law P.C. are nearby, which can help clients with legal or workspace needs.
What local attractions around Mercer Advisors could clients visit before or after their appointment?
Clients might enjoy visiting the TheaterEars cinema, Beer Garage AB InBev for a beer bar experience, or take advantage of event photography services at Transvideo Studios nearby.