Business Details
About
Financial PlannerInvestment ServiceTax Preparation ServiceNon Profit Financial ServicesTax ConsultantInsurance Consultant
For over 20 years, our team of San Diego-based CFA® and CFP® professionals has proudly offered tailored guidance to a wide range of families and businesses with complex financial situations.
Multi-generational planning: Our team specializes in helping families manage and preserve their wealth, as well as navigate family dynamics and other complexities that may arise.
Strong local presence: San Diego is home to many Mercer Advisors advanced planning specialists including investments, trust services, and tax.
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 - San Diego – Sorrento Valley
5348 Carroll Canyon Rd., San Diego, CA
92121, United States
Hours
Reviews
5.0
5 reviews
5 stars
5
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- BRBrenda ReedApr 2, 20245.0My husband and I were apprehensive about making an appointment to have someone look at our financial situation. Would they put pressure on us ? ( we’re already retired but wondered if we had saved enough) We had $ in a couple of retirement accounts , plus our savings and bank CDs. Jonah and Patrick were so informative and thorough as they looked through our investments and our current budget etc. They gave their assessment of where we are and how long we can expect our money to last. No pressure to join up with their firm. I know they deal with clients that have a lot more money than we have but they were so professional and made us feel more informed and comfortable about our situation. If you want a first or second opinion about your finances I highly recommend this group !
- BBBarb BrosiusMar 10, 20225.0The people there are knowledgeable, helpful, and accessible.
- TWTom WuesthoffSep 15, 20145.0Our advisory team at Mercer has brought confidence to our life financial plan. From our practice income and current retirement investing, to Transition assistance and planning for eventual retirement, they have been completely fantastic. My wife and I have been able to fund college for four sons, enjoy a nice lifestyle and yet have great confidence in the plan that Dustin has set up. We look forward to continuing to work with them and highly recommend their services!
- RBRon BarryAug 21, 20145.0I've been with Mercer Advisors for almost 25 years. They have been nothing but professional. They are very easy to communicate with and have nothing but my best interest in mind. There is real piece of mind in having developed a retirement plan that I know is going to work!
- TGThomas GoergenAug 20, 20145.0Mercer uses refined asset allocation tools with a long term outlook to growth and capital preservation. Regular performance reporting is excellent and annual in depth reviews of performance, goal review and overall review of net worth is performed. Value added services such as Estate Planning is excellent as well. Company has been in business for many years and they continuously refine their proven methods. You usually work with a single adviser who is backed up by a team.
Frequently Asked Questions About Mercer Advisors - San Diego – Sorrento Valley
What services does Mercer Advisors - San Diego – Sorrento Valley offer?
Mercer Advisors offers financial planning, tax planning and preparation, investment management, estate planning, insurance solutions, and trustee services.
What are the specialties of Mercer Advisors in San Diego – Sorrento Valley?
They specialize in retirement planning, living in retirement, relocating in retirement, handling chronic health conditions, managing inherited wealth, supporting business owners, corporate executives, physicians, dentists, federal employees, women in various roles, selling your business, and more.
Where is Mercer Advisors - San Diego – Sorrento Valley located?
It is located at 5348 Carroll Canyon Rd., Suite 200, San Diego, CA 92121, USA.
What are the business hours for Mercer Advisors in San Diego – Sorrento Valley?
They are open Monday to Friday from 8:00 AM to 5:00 PM, and closed on Saturdays and Sundays.
How can I schedule a consultation with Mercer Advisors - San Diego – Sorrento Valley?
You can schedule a consultation by visiting their contact page or calling their main phone number at +1 858-750-4209.
Does Mercer Advisors - San Diego – Sorrento Valley offer online appointments?
Yes, they offer online appointments for the convenience of their clients.
Is Mercer Advisors - San Diego – Sorrento Valley accessible for clients with disabilities?
Yes, the facility has wheelchair-accessible entrances, parking, and restrooms to accommodate clients with disabilities.
What financial services are available near Mercer Advisors in San Diego – Sorrento Valley?
Nearby financial services include Mercer Advisors Wealth Management, Jacob Campbell and Team investment advising, WestPac Wealth Partners, Santa Fe' Wealth Management, and Farmers Insurance.
Are there any health and medical services near Mercer Advisors in Sorrento Valley?
Yes, nearby health services include DMC Acupuncture, Paincare of San Diego, Back Pain Relief Chiropractic, Spencer Chernick LMFT counseling, Self Embody Therapy, Eyesight & Surgical Institute, and the Vein Treatment Clinic.
What are some useful nearby places for clients visiting Mercer Advisors - San Diego – Sorrento Valley?
Clients can access Mission Federal Credit Union ATM for banking, and after appointments may enjoy checking out nearby entertainment like Filmio, Inc. or find real estate services like Executives by the Sea and Opus Virtual Offices.