Business Details
About
Financial PlannerInvestment ServiceTax Preparation ServiceNon Profit Financial ServicesTax ConsultantInsurance Consultant
Proudly serving Chicagoland for over 25 years, we have a deep bench of advisors with a wide range of expertise. Our local team of CFP®, CDFA®, and MBA professionals is committed to providing tailored guidance so that you and your family don't have to worry about money.
Local footprint: We have advisors sitting in the heart of Chicago and the surrounding areas including the Western suburbs all the way up to the North Shore.
Specialized solutions include: Illinois estate tax strategies, strategies for reducing income tax, and multi-generational succession planning.
Complex family dynamics: Our team has extensive experience working with widows/widowers, clients navigating divorce or other life transitions, as well as parents of special needs children.
Details
- RestroomAvailable
- Wheelchair accessible entranceAvailable
- Wheelchair accessible restroomAvailable
Location
Mercer Advisors - Schaumburg
475 North Martingale Road, Schaumburg, IL
60173, United States
Hours
Reviews
4.0
1 reviews
5 stars0
4 stars
1
3 stars0
2 stars0
1 star0
- CRChristopher RobertsonAug 3, 20234.0Held a phone conference for us to learn about changes to our plan instead of just throwing us to the wolf's. Was very helpful and appreciated. And as a plan member they also offered free analysis of my whole portfolio not just my retirement account, which I found as a very refreshing offer. Their not scared to actually give you a professional opinion. So far so good!! 4 stars instead of 5 due to my works idea of selling MY investments out from my account in order to change the plan line up. I wish they would have advised to let us as individuals pick when we wanted to sell our investments, not just on a random Friday. Even though the plan line up changed I wanted to keep my positions and let them grow while new money went to the new line up, still 4 stars because I feel that was my works doing and not mercer!
Frequently Asked Questions About Mercer Advisors - Schaumburg
What services does Mercer Advisors - Schaumburg offer?
Mercer Advisors - Schaumburg offers financial planning, tax planning and preparation, investment management, estate planning, insurance solutions, and trustee services.
What are the office hours of Mercer Advisors - Schaumburg?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on Saturdays and Sundays.
Where is Mercer Advisors - Schaumburg located?
Mercer Advisors - Schaumburg is located at 475 North Martingale Road, Suite 300, Schaumburg, IL 60173, USA.
How can I schedule a consultation with Mercer Advisors - Schaumburg?
You can schedule a consultation by visiting their website or using the featured message link to 'Schedule a Call Today'.
What specialist expertise does Mercer Advisors - Schaumburg provide?
They specialize in retirement planning, tax strategies, estate planning, managing complex family dynamics, business owners, corporate executives, and other specialized financial needs.
Is Mercer Advisors - Schaumburg accessible for people with disabilities?
Yes, the office has wheelchair accessible entrances, parking, and restrooms.
What nearby financial service providers are close to Mercer Advisors - Schaumburg?
Nearby financial service providers include Tom Sunny, Financial Advisor - Sunny Financial Strategies, LLC, New York Life, and American Finco Financial Services.
Are there mortgage brokers near Mercer Advisors - Schaumburg?
Yes, nearby mortgage brokers include loanDepot, Joanna White, Alex Aiello, Matt Matheny, and Lidiia Dobrus from Key Mortgage.
What nearby places could I visit before or after a meeting at Mercer Advisors - Schaumburg?
You might consider visiting Rosati's Pizza, a nearby Italian and pizza restaurant, for a meal.
How can nearby coworking spaces benefit a Mercer Advisors client in Schaumburg?
Field Work Chicago, a nearby coworking space, provides a professional environment if clients need a workspace before or after meetings with Mercer Advisors.