Business Details
About
Financial PlannerInvestment ServiceTax Preparation ServiceNon Profit Financial ServicesTax ConsultantInsurance Consultant
For more than two decades and counting, Mercer Advisors has been proud to call Connecticut home. With a team of local CFA® and CFP® professionals, we provide tailored guidance to a wide range of families and business owners.
Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, navigating family dynamics and providing clarity when complexity arises.
Institutional-grade investing: Our approach is backed by decades of research and market analysis, representing the best practices of today’s institutional investment community.
Tax efficiency: Minimizing taxes is essential to protecting your lifestyle and legacy. Proactive tax strategy is an integral part of our process.
Details
- RestroomAvailable
- Wheelchair accessible entranceAvailable
Location
Mercer Advisors - West Hartford
15 North Main Street, West Hartford, CT
06107, United States
Hours
Frequently Asked Questions About Mercer Advisors - West Hartford
What services does Mercer Advisors - West Hartford provide?
They offer financial planning, tax planning and preparation, investment management, estate planning, insurance solutions, and trustee services.
What are the specialties of Mercer Advisors in West Hartford?
They specialize in retirement planning, living and relocating in retirement, handling family dynamics, business owners, corporate executives, women in various roles, inherited wealth, and generational wealth stewardship among others.
What are Mercer Advisors - West Hartford's office hours?
They are open Monday through Friday from 8:00 AM to 5:00 PM and closed on weekends.
Where is Mercer Advisors - West Hartford located?
Their office is at 15 North Main Street, Suite 1000, West Hartford, CT 06107, USA.
How can I schedule a consultation with Mercer Advisors - West Hartford?
You can schedule a consultation via their website or by calling their main phone number at +1 860-651-1716.
Are the Mercer Advisors - West Hartford offices accessible for individuals with disabilities?
Yes, they have wheelchair accessible entrances, parking, and restrooms.
What nearby real estate agents are located close to Mercer Advisors - West Hartford?
Nearby real estate agents include Abrar Chaudhry - Real Estate, Josie Kamansky, Nicholas Greene - The Brooke Team at Exp Realty, and Treanor Real Estate, among others.
How can Regus shared office space nearby help Mercer Advisors clients?
Regus, offering shared office space nearby, could provide clients or business partners convenient meeting spaces or flexible offices close to Mercer Advisors' location.
What nearby counseling services are available around Mercer Advisors - West Hartford?
Mind Heart Spirit Counseling Services and NeuroHealth of Connecticut offer counseling and mental health services near Mercer Advisors' location.
Can I find financial advising services near Mercer Advisors - West Hartford?
Yes, Janney Montgomery Scott LLC and Mercer Advisors Wealth Management are financial advising firms located nearby.