Business Details
About
Financial PlannerInvestment ServiceTax Preparation ServiceNon Profit Financial ServicesTax ConsultantInsurance Consultant
For over 30 years, Mercer Advisors has served individuals and families in New Mexico. We offer a personalized approach to your comprehensive wealth management needs.
Deep experience with: Medical professionals, entrepreneurs, tech leaders, real estate professionals, and engineers.
Specialized solutions include: Real estate wealth, multi-generational succession planning, concentrated stock positions, divorce, and other life transitions.
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 - Albuquerque
100 Sun Avenue N.E., Albuquerque, NM
87109, United States
Hours
Frequently Asked Questions About Mercer Advisors - Albuquerque
What types of wealth management services does Mercer Advisors - Albuquerque offer?
Mercer Advisors in Albuquerque offers comprehensive wealth management services including financial planning, tax planning and preparation, investment management, estate planning, insurance solutions, and trustee services.
Where is Mercer Advisors - Albuquerque located?
Mercer Advisors - Albuquerque is located at 100 Sun Avenue N.E., Suite 650 (office number 652), Albuquerque, NM 87109.
What are the business hours for Mercer Advisors - Albuquerque?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on Saturdays and Sundays.
How can I schedule a consultation with Mercer Advisors - Albuquerque?
You can schedule a consultation by visiting their contact page at https://www.merceradvisors.com/contact-us/ or by calling their main phone number at +1 505-298-4040.
Does Mercer Advisors - Albuquerque offer online appointments and have wheelchair accessible facilities?
Yes, Mercer Advisors offers online appointments and has wheelchair accessible entrances, parking, and restrooms at their Albuquerque office.
What types of clients does Mercer Advisors - Albuquerque specialize in serving?
They specialize in serving medical professionals, entrepreneurs, tech leaders, real estate professionals, engineers, and also offer specialized solutions for life transitions like divorce and succession planning.
Which nearby real estate agents could I visit when working with Mercer Advisors - Albuquerque on real estate wealth planning?
Nearby real estate professionals include Darlene Ogborn, Janelle Montoya, Nancy Stewart EXP Realtor, and The Hensley Team Real Estate, all located close to Mercer Advisors - Albuquerque.
Are there local mortgage brokers near Mercer Advisors - Albuquerque to assist with financing real estate investments?
Yes, Heath Riddle and Genevieve Vigil at Rate (NMLS #312892) are nearby mortgage professionals who can assist clients with financing needs.
What legal services are available nearby Mercer Advisors - Albuquerque for estate planning or trust matters?
IBF Law Group and Hamlin, Hamlin and McGill are law firms nearby that can support legal aspects of estate and trust planning.
How can visiting Mercer Advisors - Albuquerque and nearby retirement homes benefit clients planning for retirement?
Clients can plan comprehensive retirement strategies with Mercer Advisors and explore local resources like Sunbridge Regency-North Carolina, a nearby retirement home, to better understand living options in retirement.