Business Details
About
Financial PlannerInvestment ServiceTax Preparation ServiceNon Profit Financial ServicesTax ConsultantInsurance Consultant
Mercer Advisors is proud to help families in Upstate New York with all their wealth management needs. With a team of local CFP® professionals, we provide highly tailored guidance to individuals, families, and businesses.
Deep experience with: Individuals nearing or in retirement, charitable giving strategies, tax and estate planning, and individuals who own land or forested acreage.
Retirement planning expertise: Our team specializes in helping people at or near retirement devise strategies to maximize income while minimizing taxes.
Complex estate and gift planning: With the uncertainty of estate tax rules, having a proactive estate and gifting plan is place is imperative.
Details
- Requires appointmentAvailable
- RestroomAvailable
- Wheelchair accessible entranceAvailable
- Wheelchair accessible restroomAvailable
Location
Hours
Frequently Asked Questions About Mercer Advisors - Fairport
What services does Mercer Advisors - Fairport offer?
Mercer Advisors - Fairport offers financial planning, tax planning & preparation, investment management, estate planning, insurance solutions, and trustee services.
What are the specialties of Mercer Advisors - Fairport?
Specialties include retirement planning, living in retirement, relocated retirees, divorce support, chronic health conditions, dependents with special needs, dual career families, inherited wealth, business owners, corporate executives, physicians, dentists, federal employees, women as primary breadwinners or business owners, widows, selling businesses, switching careers, IPOs and recapitalization, concentrated stock, family businesses, pro athletes, professional investors, and generational wealth stewardship.
Where is Mercer Advisors - Fairport located?
Mercer Advisors - Fairport is located at 375 Woodcliff Drive, Suite 1C, Fairport, NY 14450, USA.
What are the business hours of Mercer Advisors - Fairport?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and closed on Saturdays and Sundays.
Does Mercer Advisors - Fairport require appointments?
Yes, appointments are required to meet with Mercer Advisors - Fairport.
Is Mercer Advisors - Fairport accessible for individuals with disabilities?
Yes, they have wheelchair accessible entrances, parking, and restrooms.
How can I schedule a consultation with Mercer Advisors - Fairport?
You can schedule a consultation by visiting their website or using their featured link to 'Schedule a Call Today'.
Are there other financial services near Mercer Advisors - Fairport?
Yes, nearby financial services include New York Life Insurance, Wealth Design Services, NYLIFE Securities, Nancy Woolver, Stifel I SZK Wealth Advisory Group, The River Oak Team - Stifel, Thomas Huber - Stifel Advisor, Geo Vest Advisors Inc, Manning and Napier, Best Times Financial, and Keith B Elliott CLU ChFC.
What recreational options are available near Mercer Advisors - Fairport?
Nearby, you can enjoy the Lehigh Valley Trail, a popular gym and sports and recreation venue, ideal for active lifestyles before or after your visit.
Are there places to relax or grab a bite near Mercer Advisors - Fairport?
Yes, nearby places include Lorraine's café for a relaxing break and 345 Woodcliff, which features a bar and event planning services.