Mercer Advisors - Schaumburg in Schaumburg

Logótipo de Mercer Advisors - Schaumburg

Horário de funcionamento

Segunda-feira: 08:00 - 17:00
Terça-feira: 08:00 - 17:00
Quarta-feira: 08:00 - 17:00
Quinta-feira: 08:00 - 17:00
Sexta-feira: 08:00 - 17:00

M-F 8am-5pm, Sa-Su Closed

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Mercer Advisors - Schaumburg Prestador de serviços

475 North Martingale Road
(Suite 300)
60173 Schaumburg

8886423000
https://www.merceradvisors....

Wealth Management Solutions by Mercer Advisors

Descrição

Proudly serving Chicagoland for over 25 years, we have a deep bench of advisors with a wide range of expertise. Our local team of CFP®, CDFA®, and MBA professionals is committed to providing tailored guidance so that you and your family don't have to worry about money.
Local footprint: We have advisors sitting in the heart of Chicago and the surrounding areas including the Western suburbs all the way up to the North Shore.
Specialized solutions include: Illinois estate tax strategies, strategies for reducing income tax, and multi-generational succession planning.
Complex family dynamics: Our team has extensive experience working with widows/widowers, clients navigating divorce or other life transitions, as well as parents of special needs children.