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
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- LBLarry BergerMar 11, 20234.0Informative be and timely. I picked up by one solid tip that was worth the time!
Frequently Asked Questions About Mercer Advisors - Woodbridge
What services does Mercer Advisors - Woodbridge offer?
Mercer Advisors - Woodbridge offers financial planning, tax planning & preparation, investment management, estate planning, insurance solutions, and trustee services.
What specialties does Mercer Advisors - Woodbridge focus on?
They specialize in retirement planning, living and relocating in retirement, divorce, chronic health conditions, special needs dependents, dual career families, inherited wealth, business owners, corporate executives, physicians, dentists, federal employees, various women's financial needs, selling businesses, career switching, IPOs, concentrated stock, family businesses, pro athletes, professional investors, and generational wealth stewardship.
Where is Mercer Advisors - Woodbridge located?
Mercer Advisors - Woodbridge is located at 1 Bradley Road, Suite 902, Woodbridge, CT 06525, USA.
What are the business hours of Mercer Advisors - Woodbridge?
They are open Monday through Friday from 8:00 AM to 5:00 PM and closed on Saturdays and Sundays.
How can I schedule a consultation with Mercer Advisors - Woodbridge?
You can schedule a consultation by visiting their contact page at https://www.merceradvisors.com/contact-us/ or by calling their main phone number at +1 203-387-7887.
Is Mercer Advisors - Woodbridge wheelchair accessible?
Yes, the office has wheelchair accessible entrance, parking, and restrooms.
What makes Mercer Advisors - Woodbridge notable in the financial advisory field?
They are recognized as the #1 Rated RIA Firm in the Nation by Barron's and offer institutional-grade investing backed by decades of research and market analysis.
Are there any nearby medical and health-related services near Mercer Advisors - Woodbridge?
Yes, nearby health-related services include Dr. John Edelglass (dermatologist), Connecticut Psychiatric & Wellness Center, Arcadian Counseling, Amity Physical Therapy, and Child and Adolescent Healthcare.
What nearby businesses could clients visit before or after their appointment at Mercer Advisors - Woodbridge?
Clients might visit SedMed for event planning, Personal Care Solutions for home health care support, or David M. Lesser Fine Antiquarian Books for specialized books and menswear.
How can nearby financial services benefit customers of Mercer Advisors - Woodbridge?
Nearby financial services like Financial Concepts Unlimited, LLC and James Umelo Financial Services offer additional accounting, financial advising, and trust services which might complement Mercer Advisors' wealth management.