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.
Details
- Online appointmentsAvailable
- RestroomAvailable
- Wheelchair accessible entranceAvailable
- Wheelchair accessible restroomAvailable
Location
Hours
Reviews
5.0
1 reviews
5 stars
1
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1 star0
- CSCarl SAug 28, 20245.0I would highly recommend this company.
Frequently Asked Questions About Mercer Advisors - Livonia
What services does Mercer Advisors - Livonia offer?
Mercer Advisors - Livonia provides financial planning, tax planning and preparation, investment management, estate planning, insurance solutions, and trustee services.
What are the office hours for Mercer Advisors - Livonia?
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 - Livonia located?
The office is located at 39209 Six Mile Road, Suite 210, Livonia, MI 48152, USA.
Does Mercer Advisors - Livonia accommodate clients with disabilities?
Yes, the office has wheelchair accessible entrances, parking, and restrooms.
Can I schedule online appointments with Mercer Advisors - Livonia?
Yes, Mercer Advisors - Livonia offers online appointment scheduling for client convenience.
What types of clients does Mercer Advisors - Livonia specialize in serving?
They specialize in serving C-suite professionals, engineers, entrepreneurs, physicians, technology leaders, and many other professions as well as addressing needs like retirement planning, business ownership, and special needs dependents.
Which nearby legal services can I visit in Livonia if I need additional help?
Nearby legal services include Xuereb Law Group, Livonia Bar Association, Attorneys Peter and Jeri Behrmann of Phoenix Law, 6 Lakes Legal Services, Law Offices of RL Johnson, and Safe Harbor Law Firm, which could be useful if you require legal advice along with financial planning.
Are there nearby places where I can manage insurance-related needs?
Yes, Loyalty Insurance Agency is nearby for insurance services, which can complement the insurance solutions offered by Mercer Advisors - Livonia.
What financial services are available close to Mercer Advisors - Livonia?
You can find Comerica - Livonia Operations Center, Park Avenue Wealth Management, LLC, Colloquium Asset Management, and Michigan Tax and Business Services nearby for additional financial, banking, and tax services.
Are there any convenient amenities near Mercer Advisors - Livonia for clients?
Yes, there are gas stations such as Exxon & Mobil Stations and Saad Petro, car wash services like Mobil Car Wash, and eateries including Zo's Good Burger nearby for your convenience before or after appointments.