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 - Sarasota
What services does Mercer Advisors - Sarasota offer?
Mercer Advisors - Sarasota offers financial planning, tax planning & preparation, investment management, estate planning, insurance solutions, and trustee services.
What are the business hours of Mercer Advisors - Sarasota?
They are open Monday to Friday from 8:00 AM to 5:00 PM and closed on weekends.
Where is Mercer Advisors - Sarasota located?
They are located at 1990 Main Street, Suite 750, Sarasota, FL 34236, US.
What specialized financial planning solutions does Mercer Advisors - Sarasota provide?
They specialize in retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs.
Who are the typical clients at Mercer Advisors - Sarasota?
They serve C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions, with nearly half of their client-facing team being women.
When was Mercer Advisors - Sarasota established?
Mercer Advisors was established in 1985.
How can I schedule a consultation with Mercer Advisors - Sarasota?
You can schedule a consultation by visiting their contact page on their website or call their main phone number at +1 201-201-5910.
What are some nearby real estate agents to Mercer Advisors - Sarasota?
Nearby real estate agents include Dan Shepard Realtor NY & Florida, MVP Realty Associates, LLC, Cathy Rustin, Ann Rue, Tiffany Harris PA Florida Realtor, and EMERALD Realty Brokerage. These can be helpful if you’re considering real estate investments or property transactions in the area.
Are there mortgage brokers near Mercer Advisors - Sarasota that clients can consider?
Yes, nearby mortgage brokers include Jacy Bloom - Mortgage Broker, The Frederick Mahon Team, Scott Ellis, and JML Mortgage LLC, which could assist clients needing financing options for property purchases.
What financial or investment related firms are close to Mercer Advisors - Sarasota?
HavenerFinancialGroup, Inc. (a bank/credit union) and First Choice CPA Services (accounting and trusts) are nearby and could complement Mercer Advisors’ offerings for clients seeking comprehensive financial services.