Mercer Advisors - San Diego – Sorrento Valley - San Diego, California

Mercer Advisors - San Diego – Sorrento Valley

Mercer Advisors is a leading financial services firm located at 5348 Carroll Canyon Rd #200, San Diego, CA 92121, United States. The company specializes in providing comprehensive financial planning, investment management, and tax consulting services to individuals, businesses, and non-profit organizations. With a team of experienced professionals, Mercer Advisors offers personalized solutions tailored to meet the unique needs of each client.

The firm's San Diego – Sorrento Valley office is conveniently located with easy access to major highways. The office provides a range of services, including:

• Financial planning
• Insurance agency services
• Investment services
• Non-profit organization consulting
• Tax consulting and preparation

Other key features of the office include online appointment scheduling, on-site services, wheelchair-accessible parking, entrance, and restroom facilities. Appointments are recommended for a seamless experience.

With a strong commitment to client satisfaction, Mercer Advisors has earned a stellar reputation in the industry. The company has received an impressive 5/5 average rating based on 5 reviews on Google My Business. This high level of customer satisfaction reflects the firm's dedication to delivering exceptional service and results.

For those seeking a reliable and experienced financial services provider in the San Diego area, Mercer Advisors - San Diego – Sorrento Valley is an excellent choice. The firm's comprehensive range of services, personalized approach, and commitment to customer satisfaction make them a top contender in the industry.

To learn more or schedule an appointment, visit the Mercer Advisors website or call 858-750-4209.

👍 Reviews of Mercer Advisors - San Diego – Sorrento Valley

Brenda R.

5/5

My husband and I were apprehensive about making an appointment to have someone look at our financial situation. Would they put pressure on us ? ( we’re already retired but wondered if we had saved enough) We had $ in a couple of retirement accounts , plus our savings and bank CDs. Jonah and Patrick were so informative and thorough as they looked through our investments and our current budget etc. They gave their assessment of where we are and how long we can expect our money to last. No pressure to join up with their firm. I know they deal with clients that have a lot more money than we have but they were so professional and made us feel more informed and comfortable about our situation. If you want a first or second opinion about your finances I highly recommend this group !

Tom W.

5/5

Our advisory team at Mercer has brought confidence to our life financial plan. From our practice income and current retirement investing, to Transition assistance and planning for eventual retirement, they have been completely fantastic. My wife and I have been able to fund college for four sons, enjoy a nice lifestyle and yet have great confidence in the plan that Dustin has set up. We look forward to continuing to work with them and highly recommend their services!

Thomas G.

5/5

Mercer uses refined asset allocation tools with a long term outlook to growth and capital preservation. Regular performance reporting is excellent and annual in depth reviews of performance, goal review and overall review of net worth is performed. Value added services such as Estate Planning is excellent as well. Company has been in business for many years and they continuously refine their proven methods. You usually work with a single adviser who is backed up by a team.

Ron B.

5/5

I've been with Mercer Advisors for almost 25 years. They have been nothing but professional. They are very easy to communicate with and have nothing but my best interest in mind. There is real piece of mind in having developed a retirement plan that I know is going to work!

Barb B.

5/5

The people there are knowledgeable, helpful, and accessible.