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.
Details
- Online appointmentsAvailable
- RestroomAvailable
- Onsite servicesAvailable
- Wheelchair accessible entranceAvailable
Location
Mercer Advisors - Salt Lake City
2825 E Cottonwood Parkway, Salt Lake City, UT
84121, United States
Hours
Frequently Asked Questions About Mercer Advisors - Salt Lake City
What services does Mercer Advisors - Salt Lake City offer?
Mercer Advisors - Salt Lake City offers financial planning, tax planning and preparation, investment management, estate planning, insurance solutions, and trustee services.
What are the specialties of Mercer Advisors - Salt Lake City?
Their specialties include retirement planning, living in retirement, relocating in retirement, handling issues like divorce and chronic health conditions, serving business owners, corporate executives, physicians, dentists, federal employees, women business owners, pro athletes, and generational wealth stewards.
What are the business hours of Mercer Advisors - Salt Lake City?
They are open Monday to Friday from 8:00 AM to 5:00 PM and closed on weekends.
Where is Mercer Advisors - Salt Lake City located?
Mercer Advisors - Salt Lake City is located at 2825 E Cottonwood Parkway, Office #519 Suite 500, Salt Lake City, UT 84121.
How can I contact Mercer Advisors - Salt Lake City?
You can contact them by phone at +1 888-920-1320.
Does Mercer Advisors - Salt Lake City provide online appointments?
Yes, Mercer Advisors offers online appointments as part of their services.
Is Mercer Advisors - Salt Lake City accessible for individuals with disabilities?
Yes, the office has wheelchair accessible entrance, parking, and restrooms.
Are there mortgage lenders near Mercer Advisors - Salt Lake City?
Yes, nearby mortgage lenders include On Q Financial and Flite Financial, which can be helpful resources if you need mortgage services before or after your financial planning sessions.
What other financial services are available near Mercer Advisors - Salt Lake City?
Nearby financial support includes mortgage brokers like Cottonwood Lending Group and Brennen Pehrson at Mutual of Omaha Reverse Mortgage, and legal services such as Froisland Law and Bonneville Legal, useful for comprehensive financial and legal planning.
Are there nearby spots or attractions around Mercer Advisors - Salt Lake City where clients can visit?
Nearby, you can find places like Cafe Rio Corporate Office and places offering shared office spaces like Regus, making it convenient for clients to network or plan their day around their visit.