Business Details
About
Financial PlannerInvestment ServiceTax Preparation ServiceNon Profit Financial ServicesTax ConsultantInsurance Consultant
Mercer Advisors helps high-net-worth individuals and families in New York live the lives they want — now and in the future.
We're a unified team: Advisors, planners, investors, accountants, and estate strategists that design – and execute – your financial plan. We are a true family office for all families.
We put multiple wealth drivers to work: We don't rely solely on investment returns to help achieve your goals. We look at your entire financial picture, including taxes, estate, and insurance.
We put you first: Our advisors don’t sell proprietary investment products and are focused on serving you, not on finding new clients.
Details
- Online appointmentsAvailable
- RestroomAvailable
- Wheelchair accessible entranceAvailable
- Wheelchair accessible restroomAvailable
Location
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Reviews
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Frequently Asked Questions About Mercer Advisors - New York
What services does Mercer Advisors - New York offer?
Mercer Advisors offers financial planning, tax planning & preparation, investment management, estate planning, insurance solutions, and trustee services.
Where is Mercer Advisors - New York located?
Mercer Advisors - New York is located at 767 Third Avenue, 37th Floor, New York, NY 10017, USA.
What are the business hours of Mercer Advisors - New York?
The office is open Monday to Friday from 8:00 AM to 5:00 PM and closed on weekends.
How can I schedule a consultation with Mercer Advisors - New York?
You can schedule a consultation by visiting their website or contacting them via phone. They encourage scheduling a call through their featured message link.
Does Mercer Advisors - New York have wheelchair accessible facilities?
Yes, Mercer Advisors has a wheelchair accessible entrance and restroom to accommodate clients with disabilities.
What specialities does Mercer Advisors - New York focus on?
They specialize in retirement planning, managing chronic health conditions, dual career families, inherited wealth, business owners, corporate executives, and more.
What nearby financial services can clients find around Mercer Advisors - New York?
Nearby, clients can find several financial advising and investment firms such as Marley Bernard - Financial Advisor, Ameriprise Financial Services, and Iron Birch Advisors, which can be helpful for additional financial services or referrals.
Are there nearby legal services close to Mercer Advisors - New York?
Yes, there are multiple law firms nearby including Rosenfeld & Vallejo-Juste, LLP and Berns & Berns, providing legal support that may complement financial planning needs.
What community or nonprofit organizations are near Mercer Advisors - New York?
American Foundation for The UWI, a charity organization, is located nearby, offering community engagement opportunities for clients interested in philanthropy.
How might visitors use local transit or landmarks to find Mercer Advisors - New York?
While specific transit stations aren't listed, Mercer Advisors is located at 767 Third Avenue in Midtown Manhattan, near well-known landmarks and financial districts, making it easily accessible and convenient for clients visiting surrounding businesses and attractions.