Mercer Advisors - Fairport
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
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.
| 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
6800 Pittsford Palmyra Road, Suite 250, Fairport, New York, 14450
(585) 728-9191
295 Woodcliff Drive, Suite 305, Fairport, New York, 14450
(585) 267-8863