Business Details
About
Financial PlannerInvestment ServiceTax Preparation ServiceNon Profit Financial ServicesTax ConsultantInsurance Consultant
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.
Details
- Online appointmentsAvailable
- RestroomAvailable
- Onsite servicesAvailable
- Wheelchair accessible entranceAvailable
Location
Mercer Advisors - Roseville
3741 Douglas Boulevard, Roseville, CA
95661, United States
Hours
Frequently Asked Questions About Mercer Advisors - Roseville
What services does Mercer Advisors - Roseville offer?
Mercer Advisors - Roseville offers financial planning, tax planning & preparation, investment management, estate planning, insurance solutions, and trustee services.
What are the specialized solutions provided by Mercer Advisors - Roseville?
They provide specialized solutions for retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs among others.
What industries and professions do Mercer Advisors - Roseville primarily serve?
They serve C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and other professions, with nearly half of their client-facing team firm-wide being women.
What are the working hours of Mercer Advisors - Roseville?
Mercer Advisors - Roseville is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on weekends.
Does Mercer Advisors - Roseville have facilities accessible for individuals with disabilities?
Yes, they have wheelchair accessible entrances, parking, and restrooms, and offer onsite services as well as online appointments.
What is the address and contact number for Mercer Advisors - Roseville?
Their address is 3741 Douglas Boulevard, Suite 130, Roseville, CA 95661, US. The contact number is +1 888-920-1320.
How can I schedule a consultation with Mercer Advisors - Roseville?
You can schedule a consultation by visiting their contact page at https://www.merceradvisors.com/contact-us/ or calling their main phone number.
Which nearby financial services can customers visit along with Mercer Advisors - Roseville?
Nearby financial services include Homeowners Financial Group (mortgage lender/broker), multiple Ameriprise Financial Services offices like Angela Parker and Leslie Gabbard, and Charles Schwab bank branch.
Are there legal services near Mercer Advisors - Roseville for clients needing assistance?
Yes, Rex Halverson & Associates offers legal services near Mercer Advisors - Roseville, which can be helpful for clients requiring legal advice.
How can clients visiting Mercer Advisors - Roseville benefit from nearby real estate and mortgage companies?
Clients can explore mortgage options with Movement Mortgage or consult with Marcus & Millichap for commercial real estate services near Mercer Advisors - Roseville, providing comprehensive financial and property guidance.