Mercer Advisors - Bellevue
Toll Free: (888) 920-1320
Business hours
| Monday | 8:00am to 5:00pm |
| Tuesday | 8:00am to 5:00pm |
| Wednesday | 8:00am to 5:00pm |
| Thursday | 8:00am to 5:00pm |
| Friday | 8:00am to 5:00pm |
| Saturday | - |
| Sunday | - |
About us
For more than two decades and counting, Mercer Advisors has been proud to call Seattle's East Side home.
Deep experience with: Executive compensation, RSUs, stock options, deferred compensation, and concentrated stock positions.
Specialized solutions include: Washington estate tax strategies, multi-generational succession planning, philanthropy, services for endowments and foundations.
Local Chartered SRI Counselor: Advisor knowledgeable in sustainable, responsible, and impact (SRI) investments, alongside environmental, social, and governance (ESG) factors, to support clients with value-based investing.
Local Certified Divorce Financial Advisor (CDFA): Financial professional specializing in divorce-related financial planning.
| Year established | 1985 |
| 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 |
| Services | Financial Planning, Tax Planning & Preparation, Investment Management, Estate Planning, Insurance Solutions, Trustee Services |
Featured businesses
555 108th Ave NE, Ste. 110, Bellevue, Washington, 98004
(425) 881-4109
310 120th Ave NE, Ste 200, Bellevue, Washington, 98005
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11747 NE 1st St, Ste 202, Bellevue, Washington, 98005-3018
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11747 NE 1st St, Ste 202, Bellevue, Washington, 98005-3018
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2100 124th Avenue Northeast, Bellevue, Washington, 98005
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