Business Details
About
Financial PlannerInvestment ServiceTax Preparation ServiceNon Profit Financial ServicesTax ConsultantInsurance Consultant
The Mercer Advisors Lehigh Valley office and its predecessors have guided clients through the various stages of their financial lives since the 1980s. In fact, our principals are lifelong residents of the Valley.
Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, navigating family dynamics and providing clarity when complexity arises.
Lifecycle financial planning: Our comprehensive approach is designed to help you enjoy the present – and the future.
Private market investment: Our institutional-grade investing provides access to otherwise hard-to-reach private investments, for those who qualify.
Location
Hours
Frequently Asked Questions About Mercer Advisors - Allentown
What services does Mercer Advisors - Allentown offer?
Mercer Advisors - Allentown offers financial planning, tax planning & preparation, investment management, estate planning, insurance solutions, and trustee services.
What are the office hours for Mercer Advisors - Allentown?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and closed on Saturdays and Sundays.
Where is Mercer Advisors - Allentown located?
Mercer Advisors - Allentown is located at 4905 Hamilton Blvd., Allentown, PA 18106, USA.
How can I schedule a consultation with Mercer Advisors - Allentown?
You can schedule a consultation by visiting their website's contact page or using their featured link to 'Schedule a Call Today'.
What specialities does Mercer Advisors - Allentown focus on?
They specialize in retirement planning, managing inherited wealth, business owners, corporate executives, physicians, dentists, and various others including women business owners and professional investors.
Does Mercer Advisors - Allentown have a presence on social media?
Yes, they are on Facebook (MercerAdvisors.Allentown), LinkedIn, Instagram (@mercer_advisors), Twitter (@MercerAdvisors), and YouTube.
What financial institutions are near Mercer Advisors - Allentown?
Nearby financial institutions include Brookside Insurance, Nationwide Mutual Insurance Company, and Univest Bank and Trust Co. Customers can visit these locations for additional financial services or support when visiting Mercer Advisors.
Are there any convenient dining options near Mercer Advisors - Allentown?
Yes, Hunan Springs is a nearby Chinese and Asian restaurant, and A and L Catering offers catering and diner services, perfect for grabbing a meal before or after your visit.
What nearby services can customers use related to automotive needs?
Nearby automotive services include McNabb's Services and Repairs for repairs and tire services, and U-Haul Neighborhood Dealer for truck rentals, offering convenience for customers with vehicle needs when visiting.
How long has Mercer Advisors - Allentown been serving clients in the area?
Mercer Advisors and its predecessors have been serving clients in the Lehigh Valley since the 1980s, with principals who are lifelong residents of the area, ensuring a deep understanding of local financial needs.