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.
Frequently Asked Questions About Mercer Advisors - Coeur d’Alene
What services does Mercer Advisors - Coeur d’Alene provide?
Mercer Advisors offers financial planning, tax planning and preparation, investment management, estate planning, insurance solutions, and trustee services.
What specialized financial planning solutions are available at Mercer Advisors - Coeur d’Alene?
They provide specialized solutions for retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs among others.
Who are the typical clients served by Mercer Advisors - Coeur d’Alene?
Clients include C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions.
What are the operating hours of Mercer Advisors - Coeur d’Alene?
The office is open Monday to Friday from 8:00 AM to 5:00 PM and is closed on weekends.
Is Mercer Advisors - Coeur d’Alene accessible for people with disabilities?
Yes, they have wheelchair-accessible entrances, parking, and restrooms.
Can I schedule online appointments with Mercer Advisors - Coeur d’Alene?
Yes, Mercer Advisors offers online appointments for your convenience.
Where is Mercer Advisors - Coeur d’Alene located?
They are located at 1250 Ironwood Drive, Suite 110, Coeur d’Alene, ID 83814.
How can nearby places like Numerica Credit Union help when visiting Mercer Advisors?
Numerica Credit Union, nearby, offers banking services which can be convenient if you need to manage finances before or after your meeting at Mercer Advisors.
Are there healthcare services near Mercer Advisors - Coeur d’Alene?
Yes, nearby healthcare providers include Gameday Men’s Health, Headlight, Scholes Family Dental, and Orthopedic Sports Institute which could be useful resources during your visit.
What nearby services related to legal and counseling can complement Mercer Advisors’ offerings?
Nearby you’ll find Teri Hansen Counseling for mental health support and Feltman Gebhardt Greer & Zeimantz PS for legal services, which may be valuable alongside financial planning.