Mercer Advisors - Bend

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Financial Consultant·Closed Today·Bend, OR

35 NW Hawthorne Ave

Bend, OR 97703

(541) 330-0220

Website iconwww.merceradvisors.com


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About this business

Our comprehensive and tailored services are the foundation upon which we build lasting relationships with those we serve in Central Oregon. We provide customized and professional guidance to a diverse clientele, including individuals, families, and businesses, ensuring their unique financial needs are met with precision and care.

Products and Services

Financial Planning Tax Planning & Preparation Investment Management Estate Planning Insurance Solutions Trustee Services Our 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


Alternate Phone: (888) 920-1320
1985
Mon 8:00 AM to 5:00 PM
Tue 8:00 AM to 5:00 PM
Wed 8:00 AM to 5:00 PM
Thu 8:00 AM to 5:00 PM
Fri 8:00 AM to 5:00 PM
Sat Closed
Sun Closed

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