- Landline
- (888) 920-1320
- @MercerAdvisors
- merceradvisors
- Website
- www.merceradvisors.com
Description
Mercer Advisors is proud to help families living in San Jose with their comprehensive wealth management needs. We have deep experience working with technology professionals, engineers, private company founders, and many others across a range sectors. 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.
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Financial Consulting(888)920-1320 (888)-920-1320 +18889201320