Mercer Advisors - Ponca City

5.0
1 review
Wealth Management Solutions - Mercer Advisors

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 - Ponca City
412 S 14th St., Ponca City, OK
74601, United States

Hours

Reviews

5.0
1 reviews
5 stars
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1 star
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  • PB
    Pineapple Blueberries
    Mar 7, 2024
    5.0
    Awesome Service! Mr. Bivin is a long time family friend. While we got our stuff done. They offered us drinks. 5 Stars!

Frequently Asked Questions About Mercer Advisors - Ponca City

What services does Mercer Advisors - Ponca City offer?

Mercer Advisors - Ponca City offers financial planning, tax planning & preparation, investment management, estate planning, insurance solutions, and trustee services.

What specialized financial solutions does Mercer Advisors provide?

They specialize in retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs.