Business Details
About
Financial PlannerInvestment ServiceTax Preparation ServiceNon Profit Financial ServicesTax ConsultantInsurance Consultant
Mercer Advisors La Crosse team, serving the Coulee Region since 1984, specializes in financial services for business owners, healthcare professionals, and farmers. With deep expertise in tax planning, business strategies, and wealth transfer, we offer tailored solutions and trusted advisory services to help meet clients’ unique needs.
Deep experience working with: Families, business owners, executives, farmers, and those in the healthcare sector.
Specialized solutions for: Tax planning, business ownership strategies, managing concentrated positions, and wealth transfer planning.
Local expertise: Our team features three CFP® professionals, three members with master’s degrees, a Certified Trust and Fiduciary Advisor designee, and over 80 years of combined experience.
Details
- RestroomAvailable
- Onsite servicesAvailable
- Wheelchair accessible entranceAvailable
- Wheelchair accessible restroomAvailable
Location
Hours
Frequently Asked Questions About Mercer Advisors - Onalaska
What services does Mercer Advisors - Onalaska offer?
Mercer Advisors - Onalaska provides financial planning, tax planning and preparation, investment management, estate planning, insurance solutions, and trustee services tailored to individuals and families.
What specialties does Mercer Advisors focus on?
They specialize in retirement planning, business owners, physicians, women business owners, inherited wealth, and many other areas to meet unique client needs.
What are the office hours for Mercer Advisors - Onalaska?
The office is open Monday to Friday from 8:00 AM to 5:00 PM, and closed on Saturdays and Sundays.
Where is Mercer Advisors - Onalaska located?
The office is located at 1837 East Main Street, Onalaska, WI 54650, USA.
How can I contact Mercer Advisors - Onalaska?
You can call their main phone number at +1 608-779-0300 or toll-free at +1 888-920-1320.
Does Mercer Advisors - Onalaska have accessible facilities?
Yes, the office has wheelchair accessible entrance, parking, seating, and restroom facilities.
What is the experience level of the Mercer Advisors Onalaska team?
The team has over 80 years of combined experience with multiple CFP® professionals and specialized advisors, serving since 1984.
Are there any real estate agents near Mercer Advisors - Onalaska?
Yes, nearby real estate agents include First Weber Realtors, Isaac Oelke - REALTOR @properties La Crosse, and Chris Munson Realty among others, useful for clients looking to buy or sell property in the area.
What health-related services are located near Mercer Advisors - Onalaska?
Nearby health services include Neighborhood Smiles dental office, Miracle-Ear Hearing Aid Center, and Great River Orthodontics, which clients may visit before or after financial consultations.
Are there recreational or wellness facilities close to Mercer Advisors - Onalaska?
Yes, Curves gym and spas like Foot Massage By Ying and Charisma Salon are nearby, offering opportunities for relaxation or fitness around your visit.