Mercer Advisors - Fairport in Fairport
Heures d'ouverture
- Lundi
- 08:00 - 17:00
- Mardi
- 08:00 - 17:00
- Mercredi
- 08:00 - 17:00
- Jeudi
- 08:00 - 17:00
- Vendredi
- 08:00 - 17:00
M-F 8am-5pm, Sa-Su Closed
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Mercer Advisors - Fairport Prestataire de services
375 Woodcliff Drive
(Suite 1C)
14450
Fairport
Description
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.
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