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
- RestroomAvailable
- Wheelchair accessible entranceAvailable
- Wheelchair accessible restroomAvailable
Location
Mercer Advisors - Denver - Tech Center
4600 South Ulster St., Greenwood Village, CO
80237, United States
Hours
Reviews
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2 reviews
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- CBCrystal BryantApr 29, 20195.0Alexa Kane with M.J. Smith & Associates is the kind of Financial Planner you want on your side! She is a great listener and adviser. She is a Certified Financial Planner as well as a Certified Divorce Financial Analyst which provides a solid foundation as she helps you navigate many of life's transitions and be successfully prepared for the next chapter in your story. Alexa's approach is to make sure all your bases are covered and needs are met while she gives you the education you need to make sound decisions. You'll leave a conversation with Alexa feeling empowered and prepared.
- SFSarah FlanneryApr 8, 20195.0Alexa Kane with M.J. Smith & Associates is a true gem. Being a Certified Financial Planner as well as a Certified Divorce Financial Analyst she is able to offer an amazing peace of mind for women in any transition of life from divorce, retirement, and passing of a loved one. She will give you a holistic approach to education, estate planning, retirement, investments, insurance, and taxes. Her experience within the field and empathy put her above and beyond anyone I have connected in the field.
Frequently Asked Questions About Mercer Advisors - Denver - Tech Center
What services does Mercer Advisors - Denver - Tech Center offer?
They provide Financial Planning, Tax Planning & Preparation, Investment Management, Estate Planning, Insurance Solutions, and Trustee Services.
What are the office hours for Mercer Advisors - Denver - Tech Center?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and closed on weekends.
Where is Mercer Advisors - Denver - Tech Center located?
Their office is located at 4600 South Ulster St., Suite 1050, Greenwood Village, CO 80237, USA.
Who are some of the specialized client groups Mercer Advisors serves?
They specialize in serving women business owners, C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and others with tailored wealth management solutions.
Is Mercer Advisors - Denver - Tech Center accessible for individuals with disabilities?
Yes, the office has wheelchair accessible entrance, parking, and restrooms.
How can I schedule a consultation with Mercer Advisors - Denver - Tech Center?
You can schedule a consultation through their website's contact page or by calling their main phone number at +1 303-221-4867.
What nearby financial services are located close to Mercer Advisors - Denver - Tech Center?
Nearby financial services include Capstone Colorado, MRP, Mark Michalek - UBS Financial Services, and UBS Financial bank, which might be useful for additional financial or investment needs.
Are there dining options near Mercer Advisors - Denver - Tech Center?
Yes, there are nearby restaurants such as Sandwich Board and Wild Sage Deli at Metropoint 1, convenient for clients who want to eat nearby before or after appointments.
What nearby real estate services can I find near Mercer Advisors - Denver - Tech Center?
Nearby real estate agents and services include Peter Lelong - inMotion Group Properties, Ricardo5280, and Juan Mercado - RE Agent, helpful for clients interested in property investments or relocations.
Can Mercer Advisors clients access nearby business services in the area?
Yes, nearby business services such as Paychex for payroll, S&D Marketing, and EFL Associates for consulting are available, providing additional resources for business clients.