Mercer Advisors - West Hartford

Mercer Advisors - West Hartford Verified by Yext

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

For more than two decades and counting, Mercer Advisors has been proud to call Connecticut home. With a team of local CFA® and CFP® professionals, we provide tailored guidance to a wide range of families and business owners. Multi-generational wealth management: Our team specializes in helping… Read more

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Mercer Advisors - West Hartford
15 North Main Street, Suite 1000, West Hartford, CT
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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

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