Financial Consulting Bellevue

Mercer Advisors - Bellevue

Financial Consulting Bellevue
Schedule a Free Consultation

Address
10655 Northeast Fourth Street
Suite 810
Place
Bellevue, WA   98004 
Landline
(888) 642-4636
Twitter
@MercerAdvisors
Facebook
merceradvisors
Website
www.merceradvisors.com

Description

For more than two decades and counting, Mercer Advisors has been proud to call Seattle's East Side home. Deep experience with: Executive compensation, RSUs, stock options, deferred compensation, and concentrated stock positions. Specialized solutions include: Washington estate tax strategies, multi-generational succession planning, philanthropy, services for endowments and foundations. Local Chartered SRI Counselor: Advisor knowledgeable in sustainable, responsible, and impact (SRI) investments, alongside environmental, social, and governance (ESG) factors, to support clients with value-based investing. Local Certified Divorce Financial Advisor (CDFA): Financial professional specializing in divorce-related financial planning.

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(888)642-4636 (888)-642-4636 +18886424636 (888)920-1320 (888)-920-1320 +18889201320

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