Business Details
About
Financial PlannerInvestment ServiceTax Preparation ServiceNon Profit Financial ServicesTax ConsultantInsurance Consultant
Mercer Advisors was founded in 1985, right here in Santa Barbara. Since then, we've specialized in helping business owners, executives, medical professionals, and retirees chart their course to Economic Freedom™.
Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, navigating family dynamics and providing clarity when complexity arises.
High-impact decision making: Our comprehensive approach is especially effective when the stakes are high, at critical financial moments.
Private and public market investment: Our institutional-grade investing provides access to all types of markets, for those who qualify.
Details
- Online appointmentsAvailable
- RestroomAvailable
- Onsite servicesAvailable
- Wheelchair accessible entranceAvailable
Location
Mercer Advisors - Santa Barbara
222 East Carrillo Street, Santa Barbara, CA
93101, United States
Hours
Reviews
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- JGJennifer GustafsonDec 29, 20155.0They really care about their clients and employees.
- SBSam BSep 15, 20145.0We have been with Mercer for over 20 years. We could not ask for better service. They treat you like family and have done really well for our investments. We always look forward to our yearly meetings. I highly recommend Yvonne Woods who is our advisor
- SMSamir MalekAug 20, 20145.0Very good service and attention to details.
Frequently Asked Questions About Mercer Advisors - Santa Barbara
What kind of financial services does Mercer Advisors - Santa Barbara offer?
Mercer Advisors - Santa Barbara provides financial planning, tax planning & preparation, investment management, estate planning, insurance solutions, and trustee services.
What are the typical operating hours for Mercer Advisors in Santa Barbara?
They are open Monday through Friday from 8:00 AM to 5:00 PM and closed on weekends.
Where is Mercer Advisors - Santa Barbara located?
It is located at 222 East Carrillo Street, Suite 400, Santa Barbara, CA 93101.
How can clients schedule a consultation with Mercer Advisors in Santa Barbara?
Clients can schedule a consultation by visiting their website or using the featured link to schedule a call today.
What types of clients does Mercer Advisors specialize in serving?
Mercer Advisors specializes in helping business owners, executives, medical professionals, retirees, families with multi-generational wealth, and a variety of other groups such as women business owners, pro athletes, and corporate executives.
Does Mercer Advisors offer services that accommodate clients with disabilities?
Yes, the location includes wheelchair accessible entrances, parking, restrooms, and offers onsite and online appointments.
Are there any nearby financial or legal services clients might visit in conjunction with Mercer Advisors?
Yes, nearby businesses include Warren & Selbert, LLC offering financial and professional services, Sanger Law Firm providing legal services, and GM Group, PC specializing in estate planning law.
What nearby real estate services are available close to Mercer Advisors - Santa Barbara?
Nearby real estate options include Caitlin McCahill Hensel - CRE Agent, Hayes Commercial Group, Liam Murphy - Hayes Commercial Group, and Landbank Properties.
What nearby places could clients visit for wellness or health services around Mercer Advisors?
Clients can visit Dr. Jacques Charles Aesthetics, Health and Wellness Institute, Genuine Chiropractic, and Senior Planning Services nearby for health and wellness needs.
What attractions or parks are near Mercer Advisors - Santa Barbara that clients might enjoy before or after appointments?
Clients might enjoy visiting Rincon Beach Park, which is a nearby park and national park area.