Business Details
About
Financial PlannerInvestment ServiceTax Preparation ServiceNon Profit Financial ServicesTax ConsultantInsurance Consultant
For more than two decades and counting, Mercer Advisors has been proud to call Seattle's East Side home.
Deep experience with: Executive compensation, RSUs, stock options, deferred compensation, and concentrated stock positions.
Specialized solutions include: Washington estate tax strategies, multi-generational succession planning, philanthropy, services for endowments and foundations.
Local Chartered SRI Counselor: Advisor knowledgeable in sustainable, responsible, and impact (SRI) investments, alongside environmental, social, and governance (ESG) factors, to support clients with value-based investing.
Local Certified Divorce Financial Advisor (CDFA): Financial professional specializing in divorce-related financial planning.
Details
- Requires appointmentAvailable
- Online appointmentsAvailable
- RestroomAvailable
- Wheelchair accessible entranceAvailable
Location
Mercer Advisors - Bellevue
10655 Northeast Fourth Street, Bellevue, WA
98004, United States
Hours
Frequently Asked Questions About Mercer Advisors - Bellevue
What types of financial services does Mercer Advisors - Bellevue offer?
Mercer Advisors - Bellevue provides Financial Planning, Tax Planning & Preparation, Investment Management, Estate Planning, Insurance Solutions, and Trustee Services.
What are the office hours for Mercer Advisors - Bellevue?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on Saturdays and Sundays.
Do I need an appointment to meet with Mercer Advisors - Bellevue?
Yes, appointments are required and Mercer Advisors also offers online appointments for your convenience.
Is Mercer Advisors - Bellevue accessible for individuals with disabilities?
Yes, the office has wheelchair accessible entrances, parking, and restrooms to accommodate individuals with disabilities.
Where is Mercer Advisors - Bellevue located?
Mercer Advisors - Bellevue is located at 10655 Northeast Fourth Street, Suite 810, Bellevue, WA 98004, USA.
What special financial planning services does Mercer Advisors - Bellevue provide?
They specialize in areas such as executive compensation, RSUs, stock options, deferred compensation, Washington estate tax strategies, multi-generational succession planning, philanthropy, and more.
What nearby financial institutions are close to Mercer Advisors - Bellevue?
Nearby financial institutions include Voya Financial Advisors, ING Financial Partners, Northwestern Mutual, Edward Anthony Conti - Ameriprise Financial Services, and KeyBank.
Are there nearby dining options for clients visiting Mercer Advisors - Bellevue?
Yes, clients can visit Mendocino Farms, a nearby salad bar, for meals before or after their appointment.
What nearby legal services can clients access when visiting Mercer Advisors - Bellevue?
Nearby legal services include Vindicate Criminal Law Group, Jeppesen Gray Sakai P.S., and Envision Family Law which may be useful for estate or family-related matters.
How can nearby health and wellness centers complement a visit to Mercer Advisors - Bellevue?
Clients can visit the Bellevue Wellness Center for massage, chiropractic, acupuncture, and naturopathic services to relax and de-stress before or after financial consultations.