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
- Onsite servicesAvailable
- Wheelchair accessible entranceAvailable
Location
Mercer Advisors - Springfield
1256 East Kingsley, Springfield, MO
65804, United States
Hours
Reviews
2.9
7 reviews
5 stars
2
4 stars0
3 stars
2
2 stars
1
1 star
2
- DADaniel AlvaradoFeb 12, 20251.0I used them years ago for long term investing. I became suspicious of their activities when they were using a part of my finances for “short selling” and billing me for it without giving them any authority for short selling and reported them.
- KKkeith ketchumJun 13, 20233.0Major personnel turnover. Just not because of lesser returns but deterring confidence since Dennis Heim retirement Snuffy
- WSWilliam SpeuanceMar 12, 20211.0Young had me sell my Vanguard holding in their Windsor and Wellington. Purchased a single stock that promptly tanked. Doesn’t know what he’s doing, and doesn’t care,
- KTKeith TaylorAug 22, 20202.0Was more interested in projecting end of life draw down $ than active investing. Investing that they did do hasn't done well. "We don't time the market was a cop out." Not a happy camper.
Frequently Asked Questions About Mercer Advisors - Springfield
What financial services does Mercer Advisors - Springfield offer?
They offer financial planning, tax planning and preparation, investment management, estate planning, insurance solutions, and trustee services.
What are the specialities of Mercer Advisors - Springfield?
Their specialities include retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, dependents with special needs, and working with professionals such as physicians and engineers.
Where is Mercer Advisors - Springfield located?
Their office is located at 1256 East Kingsley, Springfield, MO 65804, United States.
What are the operating hours of Mercer Advisors - Springfield?
They are open Monday to Friday from 8:00 AM to 5:00 PM and are closed on Saturdays and Sundays.
Does Mercer Advisors - Springfield provide wheelchair accessible facilities?
Yes, they have wheelchair accessible entrance, parking, and restrooms available on site.
Can I schedule an appointment online with Mercer Advisors - Springfield?
Yes, Mercer Advisors offers online appointments for your convenience.
How can I contact Mercer Advisors - Springfield?
You can call their main phone number at +1 417-882-7283 or toll-free at +1 888-920-1320.
What nearby healthcare providers are close to Mercer Advisors - Springfield?
Nearby healthcare providers include Ozark Retina & Macula, Dermatology and Mohs Surgery Skin Cancer Center, Elite Pain Management and Recovery Centers, Crighton Olive Dunn Surgical Group, and Labcorp.
Are there nearby dining options customers can visit before or after their appointment?
Yes, nearby dining options include Zio's Italian Kitchen, McDonald's, and Conoco convenience store with breakfast and brunch.
What nearby services can assist me with home improvement or real estate in Springfield?
Nearby services include Mr. Fix-it Services of the Ozarks for home improvement and multiple real estate agents and agencies such as Haley Chrisman- Realtor- Cantrell Real Estate and Brent Cantrell - Cantrell Real Estate.