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.
Location
Hours
Frequently Asked Questions About Mercer Advisors - Durham
What types of financial services does Mercer Advisors - Durham offer?
Mercer Advisors - Durham offers financial planning, tax planning & preparation, investment management, estate planning, insurance solutions, and trustee services.
What specialized financial planning services are available at Mercer Advisors - Durham?
They specialize in retirement planning, support for women business owners, multi-generational succession planning, managing concentrated stock options, divorce-related planning, and assistance for dependents with special needs.
Which professions does Mercer Advisors - Durham have experience working with?
They have deep experience working with C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, dentists, federal employees, and women leaders among others.
What are the operating hours of Mercer Advisors - Durham?
Mercer Advisors - Durham is open Monday through Friday, from 8:00 AM to 5:00 PM, and closed on weekends.
How can I schedule a consultation with Mercer Advisors - Durham?
You can schedule a consultation by visiting their website or using the contact link provided at https://www.merceradvisors.com/contact-us/
Where is Mercer Advisors - Durham located?
They are located at 5726 Fayetteville Street, Suite 202, Durham, NC 27713, USA.
What notable recognition has Mercer Advisors received?
Mercer Advisors is ranked as the #1 Rated RIA Firm in the Nation by Barron's.
Which nearby medical facilities can clients visit before or after their appointment at Mercer Advisors - Durham?
Clients can visit nearby facilities like Duke Health (emergency room and cardiologist), Durham Obstetrics and Gynecology at Sutton Station, and North Carolina Eye, Ear, Nose and Throat for various health needs.
Are there any nearby wellness or therapy centers close to Mercer Advisors - Durham?
Yes, nearby wellness options include InsideOut Body Therapies (physical therapy and pilates studio), The Tranquility Company (spa and holistic treatments), and Fields Family Psychiatry for mental health.
What nearby places can clients visit if they want to relax or enjoy entertainment close to Mercer Advisors - Durham?
Clients might enjoy visiting All American Entertainment for event planning and bridal shops, or All In Dance Academy for dance classes and amusement activities.