Business Details
About
Financial PlannerInvestment ServiceTax Preparation ServiceNon Profit Financial ServicesTax ConsultantInsurance Consultant
Our team has spent decades helping clients make life-altering decisions with their wealth. Whether you are at or near retirement, buying or selling a business, making a career change, or desire to maximize your legacy for the next generation, we provide you with the blueprint for achieving Economic Freedom™.
Retirement planning expertise: Our team specializes in helping people at or near retirement devise strategies to maximize income while minimizing taxes.
Deep experience with: Advising doctors, nurses, and executives at Mayo Clinic, Baptist Health, and other Northeast Florida hospitals.
Executive compensation packages: We have a deep understanding of the RSUs, stock options, and concentrated stock positions at Jacksonville-based companies such as Johnson & Johnson, CSX, and Landstar Systems.
Location
Mercer Advisors - Jacksonville
10245 Centurion Pkwy N., Jacksonville, FL
32256, United States
Hours
Frequently Asked Questions About Mercer Advisors - Jacksonville
What services does Mercer Advisors - Jacksonville provide?
Mercer Advisors - Jacksonville offers financial planning, tax planning & preparation, investment management, estate planning, insurance solutions, and trustee services.
What are the specialties of Mercer Advisors - Jacksonville?
They specialize in retirement planning, living in retirement, relocating in retirement, and advising professionals such as doctors, corporate executives, and business owners.
Where is Mercer Advisors - Jacksonville located?
Mercer Advisors - Jacksonville is located at 10245 Centurion Pkwy N., Suite 106, Jacksonville, FL 32256, USA.
What are the business hours of Mercer Advisors - Jacksonville?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and closed on weekends.
How can I schedule a consultation with Mercer Advisors - Jacksonville?
You can schedule a consultation by visiting their website contact page or calling their main phone number at +1 904-861-0093.
What types of clients does Mercer Advisors - Jacksonville serve?
They serve individuals and families, including corporate executives, healthcare professionals, business owners, and people near retirement.
What nearby financial service providers can I find close to Mercer Advisors - Jacksonville?
Nearby financial service providers include Paragon Wealth Strategies, Excalibur Financial Services, and Heinz, Jolles & Berry, which can be useful for complementary financial advice and services.
Are there mortgage services near Mercer Advisors - Jacksonville?
Yes, nearby mortgage service providers include Timothy Delp - Regions Mortgage Loan Officer and Regions Mortgage, which can assist with home financing needs.
What are some nearby dining options close to Mercer Advisors - Jacksonville?
Centurion Cafe and Grill is a local cafe and American restaurant nearby where you can dine before or after your visit to Mercer Advisors.
How can the nearby employment agencies around Mercer Advisors - Jacksonville assist me?
Employment agencies like TEKsystems, Parker + Lynch, and Accounting Principals nearby can help clients seeking staffing solutions and career opportunities in IT and other professional fields.