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
Mercer Advisors - Southlake
950 East State Hwy 114, Southlake, TX
76092, United States
Hours
Frequently Asked Questions About Mercer Advisors - Southlake
What services does Mercer Advisors - Southlake offer?
Mercer Advisors - Southlake provides financial planning, tax planning & preparation, investment management, estate planning, insurance solutions, and trustee services.
What are the office hours for Mercer Advisors - Southlake?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and closed on weekends.
Where is Mercer Advisors - Southlake located?
It is located at 950 East State Hwy 114, Suite 160, Southlake, TX 76092, USA.
Who are the typical clients Mercer Advisors - Southlake works with?
They work with C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and others, with specialties including women business owners, multi-generational planning, and dependents with special needs.
How can I schedule a consultation with Mercer Advisors - Southlake?
You can schedule a consultation by visiting their website or using the featured link to contact them directly.
What special financial planning solutions does Mercer Advisors - Southlake provide?
They offer specialized solutions for retirement planning, multi-generational succession, stock options, divorce, and dependents with special needs among others.
Is Mercer Advisors - Southlake recognized or highly rated?
Yes, Mercer Advisors is the #1 Rated RIA Firm in the Nation according to Barron's.
Which nearby financial or real estate services can I find near Mercer Advisors - Southlake?
Nearby you can find services like Texas Property Brokers (real estate), ETaxPrep (financial service), and Napali Capital (real estate investment and financial services), which can complement your financial and property needs.
Are there legal services near Mercer Advisors - Southlake that clients can access?
Yes, nearby legal services include The Law Offices of Jack G. Duffy, Jr. P.C., The Mohr Law Firm, Dfwticketfighters.com, and Freden Law Firm, which may assist with estate planning, divorce, and other legal matters.
What nearby services might be useful for clients visiting Mercer Advisors - Southlake?
Clients might also find nearby services such as Goosehead Insurance for insurance needs and Greg Franks Mortgage Group for loan services helpful when managing their financial plans.