Mercer Advisors - Ann Arbor

3.7
3 reviews
Wealth Management Solutions - Mercer Advisors

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.

Details

  • Online appointmentsAvailable
  • RestroomAvailable
  • Onsite servicesAvailable
  • Wheelchair accessible entranceAvailable

Location

Mercer Advisors - Ann Arbor
2373 Oak Valley Drive, Ann Arbor, MI
48103, United States

Hours

Reviews

3.7
3 reviews
5 stars
2
4 stars
0
3 stars
0
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1 star
1
  • MS
    Mark Schick
    Jun 4, 2025
    1.0
    Overall a very bad experience from a greedy advisor who prioritized his interest over that of his clients. Use caution when dealing with Mercer Advisors.

Frequently Asked Questions About Mercer Advisors - Ann Arbor

What services does Mercer Advisors - Ann Arbor offer?

Mercer Advisors - Ann Arbor offers Financial Planning, Tax Planning & Preparation, Investment Management, Estate Planning, Insurance Solutions, and Trustee Services.

What are the specialty areas Mercer Advisors focuses on?

They specialize in retirement planning, working with business owners, multi-generational succession planning, handling concentrated stock options, divorce cases, and dependents with special needs, among others.