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
- Wheelchair accessible restroomAvailable
Location
Hours
Frequently Asked Questions About Mercer Advisors - Westport
What services does Mercer Advisors - Westport offer?
Mercer Advisors - Westport provides financial planning, tax planning & preparation, investment management, estate planning, insurance solutions, and trustee services.
What are the business hours of Mercer Advisors - Westport?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and closed on weekends.
Where is Mercer Advisors - Westport located?
Mercer Advisors - Westport is located at 8 Wright Street Office, #148 1st Floor, Westport, CT 06880, USA.
Is Mercer Advisors - Westport wheelchair accessible?
Yes, the office has wheelchair accessible entrance, parking, and restrooms.
How can I schedule a consultation with Mercer Advisors - Westport?
You can schedule a consultation by visiting their website or using the 'Schedule a Call Today' featured link at https://www.merceradvisors.com/contact-us/
What makes Mercer Advisors - Westport uniquely qualified to manage wealth?
They have local CFA® and CFP® professionals specializing in multi-generational wealth management, institutional-grade investing, and proactive tax strategies.
Which nearby financial service providers are close to Mercer Advisors - Westport for additional support?
Nearby financial service providers include MNS Wealth Management, Stifel, and Ameriprise Financial Services with several advisors like James F Stuart and Jesse Sheldon.
What local educational services are near Mercer Advisors - Westport that can complement financial planning?
International College Counselors - Westport, Connecticut offers educational and health-related services nearby that may assist clients with educational financial planning.
Are there any nearby historic sites or landmarks near Mercer Advisors - Westport to visit?
Yes, the National Hall Historic District, a landmark and museum, is close by and offers an interesting venue to visit before or after your appointment.
What is the contact phone number for Mercer Advisors - Westport?
You can contact Mercer Advisors - Westport at +1 888-920-1320.