Mercer Advisors - Fairport in Fairport

Öffnungszeiten

Montag: 08:00 - 17:00
Dienstag: 08:00 - 17:00
Mittwoch: 08:00 - 17:00
Donnerstag: 08:00 - 17:00
Freitag: 08:00 - 17:00

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

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Mercer Advisors - Fairport Dienstleister

375 Woodcliff Drive
(Suite 1C)
14450 Fairport

5854423230
https://www.merceradvisors....

Wealth Management Solutions by Mercer Advisors

Beschreibung

Mercer Advisors is proud to help families in Upstate New York with all their wealth management needs. With a team of local CFP® professionals, we provide highly tailored guidance to individuals, families, and businesses.
Deep experience with: Individuals nearing or in retirement, charitable giving strategies, tax and estate planning, and individuals who own land or forested acreage.
Retirement planning expertise: Our team specializes in helping people at or near retirement devise strategies to maximize income while minimizing taxes.
Complex estate and gift planning: With the uncertainty of estate tax rules, having a proactive estate and gifting plan is place is imperative.