Mercer Advisors - Rockwall

Financial Consultant

(214) 771-3363

2095 Summer Lee Drive Suite M200 Rockwall, TX 75032

www.merceradvisors.com

Today: 8:00 AM to 5:00 PM

Mercer Advisors, formerly known as Lake Point Advisory Group, has served the local area since 2016. We're proud to help families in the Dallas Fort Worth area with their comprehensive wealth management needs. Deep experience with: Deferred compensation plans, equity compensation plans, tax optimization, wealth transfer, divorce financial planning and complex financial planning. Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, navigating family dynamics and providing clarity when complexity arises. Tax optimization planning: An integral part of our process, tax strategy is essential to protecting your lifestyle and legacy.

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Hours of Operation

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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