Business Details
About
Financial PlannerInvestment ServiceTax Preparation ServiceNon Profit Financial ServicesTax ConsultantInsurance Consultant
For over 35 years, the Mercer Advisors Cincinnati team has offered tailored, professional financial guidance to a wide range of individuals, families, and businesses in our community.
Lifecycle financial planning: Our comprehensive approach is designed to help you enjoy the present — and the future.
Sudden money planning: Whether the sale of a business, death of a parent or spouse, divorce or other significant transition, our patient and detail-oriented team can help you sort through all the pieces.
Corporate options planning: Extensive experience helping P&G and other corporate executives manage options strategies as a component of a comprehensive financial plan.
Details
- Online appointmentsAvailable
- RestroomAvailable
- Onsite servicesAvailable
- Wheelchair accessible entranceAvailable
Location
Mercer Advisors - Cincinnati
9200 Montgomery Road, Cincinnati, OH
45242, United States
Hours
Reviews
1.0
1 reviews
5 stars0
4 stars0
3 stars0
2 stars0
1 star
1
- TNTrevor NapierSep 22, 20251.0They worked with a relative who passed for years with her always mentioning they would help guide us or give info etc.. no idea who sold who but trying to get basic info or help after being talked up by the deceased for years was like pulling teeth, would never recommend them after this experience.
Frequently Asked Questions About Mercer Advisors - Cincinnati
What services does Mercer Advisors - Cincinnati offer?
Mercer Advisors - Cincinnati offers financial planning, tax planning & preparation, investment management, estate planning, insurance solutions, and trustee services.
Where is Mercer Advisors - Cincinnati located?
Mercer Advisors - Cincinnati is located at 9200 Montgomery Road, Cincinnati, OH 45242.
What are the operating hours for Mercer Advisors - Cincinnati?
The office is open Monday to 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 - Cincinnati?
You can schedule a consultation by visiting their website or using their featured message link to contact them directly.
What special client groups does Mercer Advisors - Cincinnati specialize in serving?
They specialize in serving corporate executives, physicians, dentists, business owners, women primary breadwinners, widows, pro athletes, and generational wealth stewards, among others.
Does Mercer Advisors - Cincinnati offer online appointments?
Yes, Mercer Advisors - Cincinnati offers online appointments for your convenience.
Is Mercer Advisors - Cincinnati accessible for people with disabilities?
Yes, the office has wheelchair accessible entrance, parking, seating, and restrooms.
What nearby medical services can I find close to Mercer Advisors - Cincinnati?
Nearby medical services include Montgomery Ear Nose & Throat Center, Cincinnati Dental Society, Hayden Family Dental, and Montgomery Family Dentistry, providing easy access to health care before or after your financial appointments.
What legal services are available near Mercer Advisors - Cincinnati?
Nearby legal services such as Wegner Kenneth E, Drake Law Practice LLC, Gibson Law, and Richards & Assoc are accessible to assist with wills, trusts, employment law, and other legal needs.
Are there any counseling or home care services near Mercer Advisors - Cincinnati?
Yes, True Hope Counseling and Be Known provide mental health counseling, while Graceful Golden Years Home Care Agency and A Best Home Care, Inc. offer home health care services nearby.