Business Details
About
Financial PlannerInvestment ServiceTax Preparation ServiceNon Profit Financial ServicesTax ConsultantInsurance Consultant
We’re proud to serve individuals and families across the greater Oklahoma City area and beyond with comprehensive wealth management custom-tailored to your unique financial goals. Whether you’re planning for retirement, managing your estate, ensuring financial security for your family, or navigating a major life transition, our team combines local expertise with the strength of a national firm to guide your financial journey.
Specialized solutions: You’ll have access to financial guidance for important areas of your life, including wealth and asset integration, investment management, financial planning, and estate plan consulting.
Trusted and experienced: Serving 600+ clients with $2+ billion in assets under management.
Independence planning: We are committed to getting clients to a point where their accumulated wealth and assets free them from financial worries.
Location
Mercer Advisors - Oklahoma City
124 NW Tenth St., Oklahoma City, OK
73103, United States
Hours
Reviews
2.8
13 reviews
5 stars
6
4 stars0
3 stars0
2 stars0
1 star
7
- JMJason MacArthurDec 22, 20245.0I had posted a negative review out of frustration with one individual I worked with at Full Sail Capital. One of the owners/founders of the company had called me personally to correct the situation. He assured me it’s not how business is conducted with the company. I feel he was very sincere in his apology and making things right. The true character of a business is how it handles itself when things didn’t go right and based on the follow up I had with Scott, my situation was unique to the individual I had originally worked with. Scott was great and appreciate the conversation we had.
- SRScarlet RossAug 18, 20245.0I have had a great experience with Full Sail. Kyle Ray is always friendly, knowledgeable, and I feel that he wants the best for me. When I call and he is not available, he contacts me within a short period of time. He always make me feel that I am an important client.
- JCJosh CochranSep 13, 20235.0Great people here that know what they’re doing!
Frequently Asked Questions About Mercer Advisors - Oklahoma City
What services does Mercer Advisors - Oklahoma City provide?
Mercer Advisors - Oklahoma City offers financial planning, tax planning & preparation, investment management, estate planning, insurance solutions, and trustee services.
Where is Mercer Advisors - Oklahoma City located?
Mercer Advisors is located at 124 NW Tenth St., Oklahoma City, OK 73103, USA.
What are the office hours for Mercer Advisors - Oklahoma City?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and closed on weekends.
How can I schedule a consultation with Mercer Advisors - Oklahoma City?
You can schedule a consultation by visiting their website or using their featured link to contact them and schedule a call.
What makes Mercer Advisors - Oklahoma City a trusted choice for wealth management?
They serve over 600 clients with $2+ billion in assets under management, providing comprehensive wealth management tailored to your unique financial goals since 1985.
Which special client groups does Mercer Advisors - Oklahoma City specialize in?
They specialize in retirement planning, business owners, corporate executives, physicians, federal employees, women business owners, pro athletes, and more.
Is Mercer Advisors - Oklahoma City active on social media?
Yes, they have a presence on Facebook, LinkedIn, Twitter, Instagram, and YouTube.
Are there any legal services near Mercer Advisors - Oklahoma City that clients might find useful?
Yes, nearby legal services include Givens Law Firm, Brown & Gould PLLC, Gould & Associates PC, Brown & Flesch PLLC, and Norman and Edem, among others, which might be helpful for clients needing legal advice related to financial planning.
What health and medical facilities are close to Mercer Advisors - Oklahoma City?
Clients can find Im Well Health - Delara Pollman NP and Premise Health Wellness Center - Oklahoma City nearby for any health and medical needs during their visit.
What nearby amenities can clients enjoy before or after their appointment at Mercer Advisors - Oklahoma City?
Clients can visit local spots like The Marion Hotel, Robinson Gallery, or dine at Brothers & Co. Additionally, Balance Yoga Barre offers wellness activities close by.