Brand Certified
Mercer Advisors - Rockwall
4.6(36 reviews)
Certified by Mercer Advisors - Rockwall • May 03, 2026
Business Details
2095 Summer Lee Drive, Rockwall, TX
75032, United States
Certified by Mercer Advisors - Rockwall • May 03, 2026
(214) 771-3363
Certified by Mercer Advisors - Rockwall • May 03, 2026
https://www.merceradvisors.com/location/rockwall/?utm_campaign=yext_rockwall&utm_medium=organic&utm_source=yext
Certified by Mercer Advisors - Rockwall • May 03, 2026
About
Certified by Mercer Advisors - Rockwall • May 03, 2026
Financial PlannerInvestment ServiceTax Preparation ServiceNon Profit Financial ServicesTax ConsultantInsurance ConsultantFinancial Planning
Mercer Advisors, formerly known as Lake Point Advisory Group, has served the local area since 2016. We're proud to help families in the Dallas Fort Worth area with their comprehensive wealth management needs.
Deep experience with: Deferred compensation plans, equity compensation plans, tax optimization, wealth transfer, divorce financial planning and complex financial planning.
Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, navigating family dynamics and providing clarity when complexity arises.
Tax optimization planning: An integral part of our process, tax strategy is essential to protecting your lifestyle and legacy.
Details
- RestroomAvailable
- Wheelchair accessible entranceAvailable
- Wheelchair accessible restroomAvailable
Location
Certified by Mercer Advisors - Rockwall • May 03, 2026
Hours
Certified by Mercer Advisors - Rockwall • May 03, 2026
Monday8:00 AM - 5:00 PM
Tuesday8:00 AM - 5:00 PM
Wednesday8:00 AM - 5:00 PM
Thursday8:00 AM - 5:00 PM
Friday8:00 AM - 5:00 PM
SaturdayClosed
SundayClosed
Reviews
4.6
36 reviews
5 stars
31
4 stars
2
3 stars0
2 stars0
1 star
3
- COCarol OldigesJan 15, 20215.0Lake Point Advisory Group has done a wonderful job with our retirement. They give us confidence in the future.
- DFdenise followwillJan 12, 20215.0This group of advisors are awesome. I truly am happy to be a client and know that I am in good hands. I would recommend them without reservation. They are very professional and knowledgeable.
- JFJose FigueroaMar 9, 20185.0Our friends sent a birthday card to my wife. And, better than that, David took the personal time to call her today, on her birthday!!! Now, going to business. Both Chris and Dave are great professionals and are particularly knowledgeable about the subject matter. They are always available for questions and somehow they always provide an alternative to what we were thinking was the right way or the right plan.
Frequently Asked Questions About Mercer Advisors - Rockwall
What services does Mercer Advisors - Rockwall 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 - Rockwall?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and closed on weekends.
How can I schedule a consultation with Mercer Advisors - Rockwall?
You can schedule a consultation by visiting their website or using the featured link to schedule a call today.
Where is Mercer Advisors - Rockwall located?
The office is located at 2095 Summer Lee Drive, Suite M200, Rockwall, TX 75032.
What kinds of clients does Mercer Advisors specialize in?
They specialize in clientele including business owners, corporate executives, physicians, dentists, federal employees, women business owners, widows, pro athletes, and family businesses.
Does Mercer Advisors - Rockwall have wheelchair accessible facilities?
Yes, Mercer Advisors has wheelchair accessible entrance, parking, and restrooms.
What nearby restaurants can I visit before or after my appointment at Mercer Advisors?
Nearby dining options include Rodeo Goat (burgers), 360 Bar & Lounge, Giovanni Italian Restaurant, Luna de Noche (Mexican), Gloria’s Latin Cuisine, and Sear Steakhouse & Lounge.
Are there nearby coffee shops close to Mercer Advisors - Rockwall?
Yes, Huckabees Coffee is a nearby coffee shop and smoothie juice bar, perfect for grabbing a drink before your meeting.
Can I find real estate services near Mercer Advisors in Rockwall?
Yes, there are multiple real estate agents and services nearby including Ridgeline Management Company, Robert Kennedy, Century 21 Judge Fite Company, and several individual realtors.
How can I contact Mercer Advisors - Rockwall by phone?
You can call them at +1 214-771-3363 or use their toll-free number +1 888-920-1320 for assistance.
Brand Certified Facts from Mercer Advisors - Rockwall
This information is certified by Mercer Advisors - Rockwall and published from the brand's official system of record. Data is distributed through an enterprise-grade knowledge management platform. Learn more about our data sources
Certified May 03, 2026Yext Knowledge Graph
- Address
- Categories
- Geo coordinates
- Legal business name
- Hours of operation
- Phone number
- Official website
Syndication Network
Approved business data is pushed to 100+ publishers, including: