Mercer Advisors - Lexington in Lexington

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 - Lexington Prestataire de services
3292 Eagle View Lane
(Suite 290)
40509
Lexington
Description
We put you first: Our advisors don’t sell proprietary investment products and are focused on serving your best interests, not finding new clients.
Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, as well as navigate family dynamics and other complexities that arise from it.
Extensive experience helping Ford, UPS and GE and other corporate employees manage options and retirement planning as a component of a comprehensive financial plan.