Business Details
About
Financial PlannerInvestment ServiceTax Preparation ServiceNon Profit Financial ServicesTax ConsultantInsurance Consultant
Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others.
Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions.
We're proud that nearly half of our client-facing team firm-wide are women.
Details
- RestroomAvailable
- Onsite servicesAvailable
- Wheelchair accessible entranceAvailable
- Wheelchair accessible restroomAvailable
Location
Mercer Advisors - Bartlesville
122 SW Frank Phillips Boulevard, Bartlesville, OK
74003, United States
Hours
Frequently Asked Questions About Mercer Advisors - Bartlesville
What financial services does Mercer Advisors - Bartlesville offer?
Mercer Advisors - Bartlesville offers financial planning, tax planning & preparation, investment management, estate planning, insurance solutions, and trustee services.
What are Mercer Advisors - Bartlesville's office hours?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and closed on weekends.
Where is Mercer Advisors - Bartlesville located?
They are located at 122 SW Frank Phillips Boulevard, Suite 111, Bartlesville, OK 74003.
What types of clients does Mercer Advisors specialize in serving?
They have deep experience working with C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and other professions, with specialities including retirement planning, business owners, women business owners, and dependents with special needs among others.
Does Mercer Advisors - Bartlesville provide wheelchair accessible facilities?
Yes, the firm has wheelchair accessible entrances, parking, and restrooms including unisex restrooms.
How can I schedule a consultation with Mercer Advisors - Bartlesville?
You can schedule a consultation by visiting their website or via their featured message link to 'Schedule a Call Today'.
Are there nearby dining options if I visit Mercer Advisors - Bartlesville?
Yes, nearby dining options include Boomarang Diner, Painted Horse Bar & Grille, Hideaway Pizza, Sugarica bakery, and The Local Juice Company for smoothies and vegetarian options.
What nearby shopping or boutique areas can I visit near Mercer Advisors?
The Bartlesville Boutique District and Bless UR Heart Boutique are nearby for fashion and home shopping experiences, as well as Honey's Flowers for gifts and flowers.
Are there entertainment venues near Mercer Advisors - Bartlesville?
Yes, nearby entertainment includes Level 8 VR and RetroPortals arcades, Studio Hopestone art gallery, and The Refinery concert venue and event planning center.
What nearby community or public services are available near Mercer Advisors - Bartlesville?
Nearby public services include the Bartlesville Chamber of Commerce and the SantaFe No. 940 historic train station landmark.