Brand Certified
Mercer Advisors - Springfield
2.9(7 reviews)
Certified by Mercer Advisors - Springfield • Oct 04, 2026
Business Details
1256 East Kingsley, Springfield, MO
65804, United States
Certified by Mercer Advisors - Springfield • Oct 04, 2026
(417) 882-7283
Certified by Mercer Advisors - Springfield • Oct 04, 2026
https://www.merceradvisors.com/location/springfield/?utm_campaign=yext_springfield&utm_medium=organic&utm_source=yext
Certified by Mercer Advisors - Springfield • Oct 04, 2026
About
Certified by Mercer Advisors - Springfield • Oct 04, 2026
Financial PlannerInvestment ServiceTax Preparation ServiceNon Profit Financial ServicesTax ConsultantInsurance ConsultantFinancial Planning
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.
Details
- Online appointmentsAvailable
- RestroomAvailable
- Onsite servicesAvailable
- Wheelchair accessible entranceAvailable
Location
Certified by Mercer Advisors - Springfield • Oct 04, 2026
Mercer Advisors - Springfield
1256 East Kingsley, Springfield, MO
65804, United States
Hours
Certified by Mercer Advisors - Springfield • Oct 04, 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
2.9
7 reviews
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- DADaniel AlvaradoFeb 12, 20251.0I used them years ago for long term investing. I became suspicious of their activities when they were using a part of my finances for “short selling” and billing me for it without giving them any authority for short selling and reported them.
- KKkeith ketchumJun 13, 20233.0Major personnel turnover. Just not because of lesser returns but deterring confidence since Dennis Heim retirement Snuffy
- WSWilliam SpeuanceMar 12, 20211.0Young had me sell my Vanguard holding in their Windsor and Wellington. Purchased a single stock that promptly tanked. Doesn’t know what he’s doing, and doesn’t care,
- KTKeith TaylorAug 22, 20202.0Was more interested in projecting end of life draw down $ than active investing. Investing that they did do hasn't done well. "We don't time the market was a cop out." Not a happy camper.
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