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 - South
12909 South West 68th Parkway, Tigard, OR
97223, United States
Hours
Frequently Asked Questions About Mercer Advisors - Portland - South
What types of financial services does Mercer Advisors - Portland - South offer?
Mercer Advisors offers financial planning, tax planning & preparation, investment management, estate planning, insurance solutions, and trustee services.
What are the office hours for Mercer Advisors - Portland - South?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on weekends.
Where is Mercer Advisors - Portland - South located?
The office is located at 12909 South West 68th Parkway, Suite 230, Tigard, OR 97223.
How can I schedule a consultation with Mercer Advisors in Portland - South?
You can schedule a consultation by visiting their website or contacting them through the schedule a call link on their site.
Does Mercer Advisors - Portland - South provide services for executive compensation and stock options?
Yes, they have deep experience with executive compensation, RSUs, stock options, deferred compensation, and concentrated stock positions.
Is Mercer Advisors - Portland - South wheelchair accessible?
Yes, the location has wheelchair accessible entrances, parking, seating, and restrooms, ensuring accessibility for all clients.
What nearby financial institutions can I visit in the Tigard area near Mercer Advisors?
Nearby financial-related places include U.S Investors International, Lawry de Freitas Wealth Management, LLC, and WFG National Title Insurance Company.
Are there legal services close to Mercer Advisors - Portland - South for estate or financial planning support?
Yes, Thenell Law Group and OlsenDaines offer legal services nearby that may complement financial planning needs.
What mortgage and real estate services are available near Mercer Advisors in Tigard?
Nearby options include Ella Gurfinkel, Mortgage Lender, Steve Landis - Fairway Independent Mortgage Corporation, Smith Mortgage Group, and J-Man Realty to assist with mortgage and real estate needs.
Can I find other professional and business services near Mercer Advisors in Portland - South?
Yes, there are various nearby businesses such as marketing agencies, IT services, counseling, roofing contractors, and cleaning services available near Mercer Advisors.