Business Details
About
Financial PlannerInvestment ServiceTax Preparation ServiceNon Profit Financial ServicesTax ConsultantInsurance Consultant
For more than 40 years, the team at Mercer Advisors has been serving the Columbus area. With a local team of advisors, we provide tailored, professional guidance to a wide range of families as well as company retirement plans.
Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, navigating family dynamics and providing clarity when complexity arises.
Lifecycle financial planning: Our comprehensive approach is designed to help you enjoy the present – and the future.
ERISA Plan expertise: We have deep experience in helping companies and their owners manage retirement plans and all the potential administrative complexities.
Details
- Requires appointmentAvailable
- Online appointmentsAvailable
- RestroomAvailable
- Wheelchair accessible entranceAvailable
Location
Mercer Advisors - Columbus
600 N. Cleveland Avenue, Westerville, OH
43082, United States
Hours
Frequently Asked Questions About Mercer Advisors - Columbus
What types of financial services does Mercer Advisors - Columbus offer?
Mercer Advisors - Columbus provides financial planning, tax planning and preparation, investment management, estate planning, insurance solutions, and trustee services.
Where is Mercer Advisors - Columbus located?
Mercer Advisors - Columbus is located at 600 N. Cleveland Avenue, Suite 140, Westerville, OH 43082, United States.
What are the business hours of Mercer Advisors - Columbus?
Mercer Advisors - Columbus is open Monday through Friday from 8:00 AM to 5:00 PM, and closed on Saturdays and Sundays.
Does Mercer Advisors - Columbus offer assistance with retirement planning?
Yes, Mercer Advisors - Columbus specializes in retirement planning and living in retirement, among other financial specialties.
Is Mercer Advisors - Columbus accessible for individuals with disabilities?
Yes, the office has wheelchair accessible entrances, parking, and restrooms to accommodate individuals with disabilities.
Can I make online appointments with Mercer Advisors - Columbus?
Yes, Mercer Advisors - Columbus offers online appointments but requires scheduling in advance.
How can I schedule a consultation with Mercer Advisors - Columbus?
You can schedule a consultation by visiting their website's contact page or calling their main phone number.
What nearby insurance agencies are located close to Mercer Advisors - Columbus?
Nearby insurance agencies include James Linscott-Hill at Comparion Insurance Agency, Claudia Palka at Comparion Insurance Agency, Fredrick Groves, and Jenny McGhee.
What dining options are available near Mercer Advisors - Columbus?
Nearby dining options include Chipotle Mexican Grill, Bru Burger Bar Westerville, Local Cantina, and The Two-One Restaurant, offering various cuisine types such as Mexican and American.
Are there any medical facilities near Mercer Advisors - Columbus?
Yes, nearby medical facilities include Orthopedic One Westerville, Christopher D. Holzaepfel, MD - Orthopedic Surgeon, Step By Step Pediatrics, and Reproductive Gynecology & Infertility.