Business Details
About
Financial PlannerInvestment ServiceTax Preparation ServiceNon Profit Financial ServicesTax ConsultantInsurance Consultant
Mercer Advisors is proud to help families in the East Bay with their comprehensive wealth management needs via a distinct blend of personalized, local expertise. With a team of local CFP® professionals, we provide tailored guidance to a wide range of families and businesses, including ultra high-net-worth individuals.
Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, as well as navigate family dynamics and other complexities that arise from it.
Lifecycle financial planning: Our comprehensive approach is designed to help you enjoy the present — and the future.
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 - Walnut Creek
100 Pringle Avenue, Walnut Creek, CA
94596, United States
Hours
Reviews
3.0
2 reviews
5 stars
1
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3 stars0
2 stars0
1 star
1
- KLKaren LoughranMar 13, 20231.0They tried to get my business but I guess they didn't want it! Andrew put together a half A** proposal; all the inputs were wrong- I have no idea where he got them and then fumbled his way through the presentation. He made some suggestions about property he thought I should liquidate and when I mentioned that they had sentimental value, etc. he said he didn't make that suggestion. Um - what??!! On top of EVERYTHING, zero follow up. Multiple zero follow ups. If that's how you try to secure new business I can't image how you'd treat your existing customers. Yikes- Stay away!
- JFJim FisherDec 14, 20225.0I've been with them for 7 years. Great management of my assets and very responsive to questions and my opinions. Fanny and Elisha are very knowledgeable and fun to work with.
Frequently Asked Questions About Mercer Advisors - Walnut Creek
What services does Mercer Advisors - Walnut Creek offer?
Mercer Advisors provides financial planning, tax planning & preparation, investment management, estate planning, insurance solutions, and trustee services.
What specialties does Mercer Advisors - Walnut Creek focus on?
Their specialties include retirement planning, managing generational wealth, business owners, corporate executives, professionals like physicians and dentists, women in various roles, selling businesses, and more.
What are the office hours of Mercer Advisors - Walnut Creek?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on weekends.
Where is Mercer Advisors - Walnut Creek located?
Mercer Advisors is located at 100 Pringle Avenue, Suite 310, Walnut Creek, CA 94596, USA.
Does Mercer Advisors - Walnut Creek offer online appointments?
Yes, Mercer Advisors offers online appointments for your convenience.
Is Mercer Advisors - Walnut Creek accessible for people with disabilities?
Yes, the office has a wheelchair accessible entrance, parking, and restrooms.
What nearby financial services are located around Mercer Advisors - Walnut Creek?
Nearby financial services include Ameriprise Financial Services locations like Emil Peinert, Dean M Suzuki, Bill Farber, Norm Bahramipour, Mark Krauth, and True Bearing Financial Group, as well as BPGE Capital Management and Foci Wealth Management.
Are there places to grab a coffee near Mercer Advisors - Walnut Creek?
Yes, Caffe California is a nearby cafe where you can enjoy a coffee before or after your visit.
What nearby real estate services are available around Mercer Advisors - Walnut Creek?
There are several nearby real estate agents and services including Sherese Lopez Realty Group, Alex Dongallo - Keller Williams, Roxanne Brushaber, Mary Ryan Realtor, Gabriele Orbell - Realtor with Keller Williams, Erick Martinez Realtor, and Keller Williams Realty-East Bay.
How can I schedule a consultation with Mercer Advisors - Walnut Creek?
You can schedule a consultation by visiting their website or contacting them directly via phone. They encourage scheduling a call through their featured message link.