Name: Mercer Advisors - Franklin
Address: 412 Main Street, Suite 200, Franklin, TN, Franklin, TN, 37064
Telephone: 615-771-1012
Rating: 5

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Mercer Advisors - Franklin Verified by Yext

5.0

(3 Reviews)

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412 Main Street, Suite 200, Franklin, TN, 37064

615-771-1012

888-920-1320

1-888-920-1320 (Toll Free)

Website

Schedule a Free Consultation

Listed In: Financial Planning Consultants, Investment Services Firms, Tax Return Preparation Service providers, Insurance Service providers, Financial Planning Firms

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,… Read more

5.0

3 Reviews

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3 Reviews
3 Reviews

By Hellen Kida on February 11, 2023 Verified by Google

Very Professional! Highly Recommended Mercer Advisors!

By McLean Haws on September 26, 2019 Verified by Google

By Teresa Schafer on February 24, 2016 Verified by Google

The Haws Goodwin Group has been a lifesaver for us in the years leading up to deciding to retire, including multiple "what if" scenarios! They helped to ensure we had all of our funds in the right spots to not have to worry about the daily ups and downs of the markets. (My husband has a Math major and is very detail oriented--they've been very patient with us!!)

Since retirement, Art and Cam have given us detailed, professional updates on our holdings and made sound suggestions as we have moved into the different phases of our financial life.

We highly recommend this knowledgeable, professional Team!

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Mercer Advisors - Franklin 5.0 out of 5.0 based on 3 user reviews.

Mercer Advisors - Franklin
412 Main Street, Suite 200, Franklin, TN

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Additional Business Details

Business Hours

M-F 8am-5pm, Sa-Su Closed

Services

Financial Planning, Tax Planning & Preparation, Investment Management, Estate Planning, Insurance Solutions, Trustee Services

Specialties

Retirement Planning, Living in Retirement, Relocating in Retirement, Divorcing or Divorced, Chronic Health Conditions, Dependents with Special Needs, Dual Career Families, Inherited Wealth, Business Owners, Corporate Executives, Physicians, Dentists, Federal Employees, Women - Primary Breadwinners, Women - Business Owners, Women - Widows, Selling Your Business, Switching Careers, IPOs & Recapitalization, Concentrated Stock, Family Businesses, Pro Athletes, Professional Investors, Generational Wealth Stewards

Year Established

1985