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Mercer Advisors - Columbus
Mercer Advisors - Columbus
600 N. Cleveland Avenue
, Suite 140
Westerville
Ohio
43082
United States
Tel: (800) 335-1404
Business type:
Business Information
For more than 40 years, the team at Mercer Advisors has been serving the Columbus area. With a local team of advisors, we provide tailored, professional guidance to a wide range of families as well as company retirement plans.
Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, navigating family dynamics and providing clarity when complexity arises.
Lifecycle financial planning: Our comprehensive approach is designed to help you enjoy the present – and the future.
ERISA Plan expertise: We have deep experience in helping companies and their owners manage retirement plans and all the potential administrative complexities.
Wealth Management Solutions by Mercer Advisors
Opening Times
Mon-Fri 8am-5pm, Sat-Sun Closed
Mon-Fri 8am-5pm, Sat-Sun Closed
Additional Phone Numbers
Alt
(800) 335-1404Toll Free
(888) 920-1320Services:
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
Established:
1985
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