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
- Requires appointmentAvailable
- RestroomAvailable
- Wheelchair accessible entranceAvailable
- Wheelchair accessible restroomAvailable
Location
Hours
Reviews
4.4
9 reviews
5 stars
7
4 stars
1
3 stars0
2 stars0
1 star
1
- BCBen CordovaApr 26, 20225.0If you want personal attention and the ability to talk to the people who are watching your money these are the guys you want to do business with.
- JDJim DotyOct 30, 20215.0I have been a client for years and they have always been a full service company for all my financial, tax, and legal needs!
- KDKen DoughtyJun 28, 20195.0I'm Signing up and liking the idea of Some Help in my fast approaching Retirement.
- NNNoel NavarroJul 2, 20185.0Am very pleased the moment I set foot into Brad's office when we first met...he is a straight up guy and very knowledgeable of what I needed done for when I retire. Most definitely recommended.
Frequently Asked Questions About Mercer Advisors - San Diego
What services does Mercer Advisors - San Diego offer?
Mercer Advisors - San Diego offers Financial Planning, Tax Planning & Preparation, Investment Management, Estate Planning, Insurance Solutions, and Trustee Services.
What are the business hours of Mercer Advisors - San Diego?
Mercer Advisors - San Diego is open Monday to Friday from 8:00 AM to 5:00 PM and closed on weekends.
Where is Mercer Advisors - San Diego located?
They are located at 9740 Appaloosa Road, Suite 150, San Diego, CA 92131, USA.
Does Mercer Advisors - San Diego require appointments for consultations?
Yes, appointments are required to visit Mercer Advisors - San Diego.
Is Mercer Advisors - San Diego accessible for people with disabilities?
Yes, the office has wheelchair accessible entrance, parking, and restrooms.
What specialized financial planning services are offered at Mercer Advisors - San Diego?
Specialized services include retirement planning, multi-generational succession planning, support for women business owners, concentrated stock options management, divorce financial planning, and assistance for dependents with special needs.
Who are the typical clients Mercer Advisors - San Diego serves?
They work with C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and other professions, with nearly half of client-facing staff being women.
What prominent nearby financial advising firms are close to Mercer Advisors - San Diego?
Nearby financial advising firms include Epstein and White and Mercer Advisors itself, providing options for professional financial services in the area.
Are there any nearby recreational or natural attractions near Mercer Advisors - San Diego?
Yes, Iron Mountain, a nature reserve and popular mountain attraction, and Hendrix Park and Hendrix Pond are nearby, ideal for visiting before or after your appointment.
What other professional services are located near Mercer Advisors - San Diego that might interest clients?
Nearby professional services include legal firms like Epsten, APC and The Law Offices of Stephen L. Waldman, real estate agents such as Dmitry Real Estate, and IT support services like Ocean Computers, Inc.