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
Frequently Asked Questions About Mercer Advisors - Omaha
What types of financial services does Mercer Advisors - Omaha offer?
Mercer Advisors - Omaha offers financial planning, tax planning and preparation, investment management, estate planning, insurance solutions, and trustee services.
What are the specialties of Mercer Advisors - Omaha in terms of client needs?
They specialize in retirement planning, living and relocating in retirement, divorce, chronic health conditions, dependents with special needs, dual career families, inherited wealth, business and family owners, corporate executives, physicians, dentists, federal employees, women (primary breadwinners, business owners, widows), selling businesses, switching careers, IPOs and recapitalization, concentrated stock, pro athletes, professional investors, and generational wealth stewards.
What are the business hours of Mercer Advisors - Omaha?
Mercer Advisors - Omaha is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on Saturdays and Sundays.
Where is Mercer Advisors - Omaha located?
Mercer Advisors - Omaha is located at 260 Regency Parkway Drive, Suite 113, Omaha, NE 68114, USA.
How can I schedule a consultation with Mercer Advisors - Omaha?
You can schedule a consultation by visiting their website or by clicking on 'Schedule a Call Today' at https://www.merceradvisors.com/contact-us/.
Is Mercer Advisors - Omaha accessible for wheelchair users?
Yes, Mercer Advisors - Omaha has wheelchair-accessible entrance, parking, and restrooms.
Which nearby legal services are close to Mercer Advisors - Omaha?
Nearby legal services include John S. Lingo - Law Office, Olson Legal Services, Sherrets Bruno and Vogt, Lamson, Dugan and Murray, LLP, and Lamson Dugan & Murray.
What medical and dental facilities are near Mercer Advisors - Omaha?
Nearby medical and dental services include Passport Health Omaha Travel Clinic, Dan Ellingson, DDS, Regency Dental Omaha, Omaha Liposuction by Imagen, ARCpoint Labs of Omaha, Any Lab Test Now, Frank Soto Leon, MD, Jennifer Tighe de Soto, MD, The LASIK Vision Institute, and Medical Enterprises Inc.
Are there any nearby real estate agents or services near Mercer Advisors - Omaha?
Nearby real estate agents include Rhonda Leffler Realtor at BHHSAmbassador, Joe Martin Realtor, Karen Jennings Real Estate Team, Lucy Schlafman/ Berkshire Hathaway HomeServices Ambassador Real Estate, CLS Realty Group / BHHS Ambassador Real Estate, and Margaret VonTersch BHHS Ambassador Real Estate.
How can the nearby businesses and services complement my visit to Mercer Advisors - Omaha?
When visiting Mercer Advisors - Omaha, you can also access nearby legal, medical, dental, real estate, beauty, and technology services, making it convenient to manage multiple personal and professional needs in one area.