Business Details
About
Financial PlannerInvestment ServiceTax Preparation ServiceNon Profit Financial ServicesTax ConsultantInsurance Consultant
Our Park Cities team is deeply committed to the individuals and families of the Dallas-Fort Worth area. Many of our advisors have been working with local residents for over three decades, helping them navigate financial complexity and achieve their goals.
Multi-generational wealth management and philanthropy: Our team specializes in navigating family dynamics and providing clarity when complexity arises.
Special needs: Our team has extensive experience working with families with complex circumstances, including parents of children with special needs.
Deep experience with: Small business ownership and succession planning, divorce, and executive compensation plans.
Details
- RestroomAvailable
- Wheelchair accessible entranceAvailable
- Wheelchair accessible restroomAvailable
Location
Mercer Advisors - Dallas - Park Cities
8117 Preston Road, Dallas, TX
75225, United States
Hours
Reviews
3.0
2 reviews
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1
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1 star
1
- GGGlenn GunnoeSep 11, 20255.0My wife and I have entrusted Mercer Advisors with managing our financial portfolio for about 20 years. In that time, we have encouraged friends and family members to seek the guidance of Mercer and all of them are more than satisfied with the services Mercer provides because Mercer excels at what they do. Regardless of the fluctuations in the financial world, having Mercer Advisors in our corner gives us piece of mind that our investments are in good hands. I highly recommend meeting with Mercer Advisors if you are looking for someone to manage your investments.
- CRC Beth RJul 31, 20251.0This is an update to their response. This was my 2nd call from Mercer after my initial call. The woman who called me said she would have a Licensed Representative call me to discus my situation. That Licensed Representative was in California, who is not Licensed in The State of Texas. That Licensed Representative also had customer complaints against her. Do you really think I want to work with someone who has prior complaints? So again, your response was not accurate.
Frequently Asked Questions About Mercer Advisors - Dallas - Park Cities
What services does Mercer Advisors - Dallas - Park Cities offer?
Mercer Advisors offers financial planning, tax planning and preparation, investment management, estate planning, insurance solutions, and trustee services.
What are the specialty areas of Mercer Advisors in Dallas - Park Cities?
They specialize in retirement planning, living and relocating in retirement, divorce, chronic health conditions, special needs dependents, business owners, corporate executives, and other areas including generational wealth stewardship.
What are the office hours of Mercer Advisors - Dallas - Park Cities?
The office is open Monday to Friday from 8:00 AM to 5:00 PM and closed on Saturdays and Sundays.
Where is Mercer Advisors - Dallas - Park Cities located?
They are located at 8117 Preston Road, Suite 700, Dallas, TX 75225, USA.
How can I schedule a consultation with Mercer Advisors - Dallas - Park Cities?
You can schedule a consultation by visiting their website or using the provided scheduling link to contact them directly.
Is Mercer Advisors - Dallas - Park Cities wheelchair accessible?
Yes, the office has wheelchair accessible entrance, parking, and restrooms.
What nearby financial services are available close to Mercer Advisors?
Nearby financial services include Raymond James Financial Services, Tax Planners of Texas, Edward Jones - Financial Advisor: Travis Sewell, and Thayer & Co. Wealth Management, which can be useful for additional financial, tax, or investment advice.
Are there any medical or wellness centers near Mercer Advisors - Dallas - Park Cities?
Yes, nearby medical and wellness centers include Top10MD (hospital), Maureen Jamieson - Healthcore Chiropractic Wellness Center, and In Focus Mental Health, providing convenient options for health services before or after meetings.
What nearby businesses related to legal and real estate services can I find near Mercer Advisors?
Nearby legal and real estate services include Wcislo Law Group, Marchand Law, Jacob A. Thompson, Attorney at Law, Fairfax Title, LLC, and Emeric DeGaul Estate Sales, which may assist with legal advice or real estate needs.
How long has Mercer Advisors been established in Dallas - Park Cities?
Mercer Advisors has been established since 1985, with many local advisors serving the Dallas-Fort Worth area for over three decades.