Our comprehensive and tailored services are the foundation upon which we build lasting relationships with those we serve in Central Oregon. We provide customized and professional guidance to a diverse clientele, including individuals, families, and businesses, ensuring their unique financial needs are met with precision and care.
Frequently Asked Questions About Mercer Advisors - Bend
What services does Mercer Advisors - Bend offer?
They offer financial planning, tax planning & preparation, investment management, estate planning, insurance solutions, and trustee services.
What are the business hours of Mercer Advisors - Bend?
They are open Monday through Friday from 8:00 AM to 5:00 PM and are closed on weekends.
Where is Mercer Advisors - Bend located?
Their office is located at 35 NW Hawthorne Ave, Bend, OR 97703, USA.
How can I schedule a consultation with Mercer Advisors - Bend?
You can schedule a consultation by visiting their website or using their featured message link to 'Schedule a Call Today.'
What types of clients does Mercer Advisors - Bend specialize in serving?
They specialize in serving individuals, families, business owners, corporate executives, physicians, dentists, federal employees, women in various roles, professional investors, pro athletes, and generational wealth stewards among others.
How do Mercer Advisors - Bend's nearby financial services benefit clients?
Nearby financial firms like Eagle Wealth Management and Jackson Insurance & Financial Services provide complementary options for clients seeking diverse financial advising and insurance solutions.
Are there dining options near Mercer Advisors - Bend for clients visiting the area?
Yes, clients can visit nearby restaurants such as Salute, Pop's Southern BBQ, Alebrije Oaxaca, and Lively Up Yourself for convenient dining before or after meetings.
What nearby accommodations are available for visitors to Mercer Advisors - Bend?
Visitors can stay nearby at Bunk + Brew Bend Hostel or the Bunk+Brew Historic Lucas House, which offer convenient lodging options.
Which nearby businesses provide complementary professional and legal services?
Nearby professional services include Alexander Brendon (lawyer) and Wardlow Law for legal assistance, as well as Cascade Networking LLC and Nine Peaks Solutions for IT and computer repair needs.
Does Mercer Advisors - Bend have an online presence where I can learn more?
Yes, Mercer Advisors - Bend has an official website, Facebook page, LinkedIn profile, Instagram account, Twitter handle, and a YouTube channel for more information and updates.