Business Details
About
Financial PlannerInvestment ServiceTax Preparation ServiceNon Profit Financial ServicesTax ConsultantInsurance Consultant
Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others.
Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions.
We're proud that nearly half of our client-facing team firm-wide are women.
Location
Hours
Frequently Asked Questions About Mercer Advisors - Granbury
What services does Mercer Advisors - Granbury offer?
Mercer Advisors - Granbury provides financial planning, tax planning & preparation, investment management, estate planning, insurance solutions, and trustee services.
What are the specialties of Mercer Advisors - Granbury?
They specialize in retirement planning, business owners, women in various roles, multi-generational succession, chronic health conditions, and many professional groups including physicians and corporate executives.
What are the operating hours of Mercer Advisors - Granbury?
Open Monday to Friday from 8:00 AM to 5:00 PM, and closed on Saturdays and Sundays.
How can I schedule a consultation with Mercer Advisors in Granbury?
You can schedule a consultation through their website or by contacting them via their main phone number at +1 888-920-1320.
Where is Mercer Advisors - Granbury located?
Their office is located at 415 S Morgan Street, Granbury, TX 76048, USA.
What makes Mercer Advisors a trusted firm?
They are rated the #1 RIA firm in the nation by Barron's and nearly half of their client-facing team are women, offering deep expertise for diverse client needs.
Which nearby services can I visit before or after meeting Mercer Advisors?
Nearby you can find Kyle W. Rogers DDS Family Dentistry for dental care, The Hair Boutique for beauty needs, and Bida Spa for hair salon services.
Can I find financial or insurance-related services near Mercer Advisors?
Yes, nearby financial and insurance services include Farmers Insurance - Dustan Seago, Farmers Insurance - Seago Agency, and Independent Bank (now Independent Financial).
Are there convenient spots nearby Mercer Advisors for quick errands or snacks?
Yes, you can visit Sunny's Donuts for coffee and bakery items, Tommy's Food Stores or Conoco for convenience and gas, and C and J Butcher Shop for grocery needs.
Does Mercer Advisors - Granbury support special client needs or groups?
Yes, they offer specialized financial solutions for clients with chronic health conditions, dependents with special needs, business owners, professional investors, and many others.