Business Details
About
Financial PlannerInvestment ServiceTax Preparation ServiceNon Profit Financial ServicesTax ConsultantInsurance Consultant
For more than two decades and counting, Mercer Advisors has been proud to call the Pacific Northwest home.
Deep experience with: Executive compensation, RSUs, stock options, deferred compensation, and concentrated stock positions.
Specialized solutions include: Oregon and Washington estate tax strategies, multi-generational succession planning, philanthropy, services for endowments and foundations.
Details
- Online appointmentsAvailable
- RestroomAvailable
- Onsite servicesAvailable
- Wheelchair accessible entranceAvailable
Location
Mercer Advisors - Portland
121 Southwest Morrison Street, Portland, OR
97204, United States
Hours
Frequently Asked Questions About Mercer Advisors - Portland
What services does Mercer Advisors - Portland offer?
Mercer Advisors - Portland provides financial planning, tax planning & preparation, investment management, estate planning, insurance solutions, and trustee services.
Where is Mercer Advisors - Portland located?
Mercer Advisors - Portland is located at 121 Southwest Morrison Street, Suite 910, Portland, OR 97204, USA.
What are the business hours of Mercer Advisors - Portland?
Mercer Advisors - Portland is open Monday through Friday from 8:00 AM to 5:00 PM and closed on weekends.
How can I contact Mercer Advisors - Portland?
You can contact Mercer Advisors - Portland by calling +1 503-419-3938 or toll-free at +1 888-920-1320.
Does Mercer Advisors - Portland offer wheelchair accessible facilities?
Yes, Mercer Advisors - Portland has a wheelchair accessible entrance, parking, and restrooms.
What expertise does Mercer Advisors - Portland specialize in?
They specialize in retirement planning, living and relocating in retirement, executive compensation, estate tax strategies, business owner support, professional investors, and more.
Where can I find more information or schedule a consultation with Mercer Advisors - Portland?
You can schedule a consultation or find more information at their website: https://www.merceradvisors.com/location/portland/
What financial institutions are nearby Mercer Advisors - Portland that clients might find useful?
Nearby financial institutions include Bank of America Mortgage, TD Ameritrade, Bank of America Private Bank, Sigma Investment Management Company, and Interactive Wealth Advisors, which clients may visit for related financial services.
What health and wellness options are close to Mercer Advisors - Portland for clients' convenience?
Clients can visit nearby health and wellness facilities such as Bodybalance Techniques gym and Smile Direct Club beauty salon for their wellness needs before or after financial consultations.
Are there any nearby legal services around Mercer Advisors - Portland?
Yes, nearby legal services include Gearing Rackner & McGrath, James Law Group, Michael T. McGrath, Garvey Schubert Barer, Chock Barhoum LLP, and Arbaugh Law, which may be useful for clients dealing with estate planning or family law.