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.
Location
Hours
Frequently Asked Questions About Mercer Advisors - Old Lyme
What services does Mercer Advisors - Old Lyme offer?
Mercer Advisors - Old Lyme provides financial planning, tax planning & preparation, investment management, estate planning, insurance solutions, and trustee services.
What specialized financial planning solutions does Mercer Advisors in Old Lyme provide?
They offer solutions for retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs.
Who are the typical clients Mercer Advisors - Old Lyme serves?
The firm works with C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions, with almost half of the client-facing team being women.
What are the business hours for Mercer Advisors - Old Lyme?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and closed on weekends.
Where is Mercer Advisors - Old Lyme located?
It is located at 83 Halls Road Suite 201, Old Lyme, CT 06371, USA.
How can I schedule a consultation with Mercer Advisors - Old Lyme?
You can schedule a consultation by visiting their website contact page or using the "Schedule a Call Today" link provided on their site.
What nearby banking options are available to Mercer Advisors - Old Lyme clients?
Clients can visit Citizens bank nearby for banking services, which can be useful for coordinating financial matters in person.
What local spots near Mercer Advisors - Old Lyme could clients visit before or after their appointment?
Clients might enjoy stopping by Dunkin' for coffee and donuts, Elements for dining or flowers, or take a Salt Marsh Tour for recreation in the area.
Are there healthcare and wellness services near Mercer Advisors - Old Lyme?
Yes, nearby options include Bodhi Naturopathic for acupuncture and holistic health, Care-ing Hands Massage for therapy, and Old Lyme Veterinary Hospital for pet care.
What recognition has Mercer Advisors achieved nationally?
Mercer Advisors is rated #1 RIA Firm in the Nation by Barron's, reflecting its high-quality wealth management services.