Chamber of Commerce

      Mercer Advisors Wealth Management

      ( 3 Reviews )

      Mercer Advisors Wealth Management
      • 620 Newport Center Dr #1030
        Newport Beach, CA 92660
      •   800-394-3894
      Owner Verified
      Owner Verified
      Listing Incorrect?
      Listing Incorrect?

      Hours

      Friday:
      8:00 AM - 5:00 PM
      Saturday:
      Closed
      Sunday:
      Closed
      Monday:
      8:00 AM - 5:00 PM
      Tuesday:
      8:00 AM - 5:00 PM
      Wednesday:
      8:00 AM - 5:00 PM
      Thursday:
      8:00 AM - 5:00 PM
      CALL DIRECTIONS REVIEWS

      Chamber Rating

      Verified Member
      3.7 - (3 reviews)
      2
      0
      0
      0
      1
      Read Our 3 Reviews

      Chamber Rating

      Verified Member
      3.7 - (3 reviews)
      2
      0
      0
      0
      1
      › ‹
      • Melanie

        Extremely helpful in current & future status
        Oct 12th, 2023

      • Alex Reynolds


        Oct 29th, 2019

      • Dan Foehner

        I am current Merrill Lynch client and I was referred to Mercer by an existing Mercer client. Met with Kara Duckworth to discuss their approach, fees, etc. After uploading multiple years of tax returns, current portfolios, etc., Kara had set expectations she would come back with recommendations, proposal, etc. in a few weeks. It has been over 3 months and no communication back even after multiple emails. These guys are amateurs and recommend you look elsewhere for your wealth management needs.
        May 21st, 2019

      Read Our 3 Reviews

      About
      Mercer Advisors Wealth Management

      Our advisors are committed to you, to our philosophy, and to ensuring our clients get the right strategy, plan, and attention according to their unique needs. Our team of wealth management experts including, CFP professionals, investment advisors and strategists, estate planners, attorneys, and Certified Public Accountants, will collaborate with you and foster a relationship based on trust, service, and transparency. At Mercer Advisors, our commitment is to you.

      Contact Info

      Questions & Answers

      Q What is the phone number for Mercer Advisors Wealth Management?

      A The phone number for Mercer Advisors Wealth Management is: 800-394-3894.

      Q Where is Mercer Advisors Wealth Management located?

      A Mercer Advisors Wealth Management is located at 620 Newport Center Dr #1030, Newport Beach, CA 92660

      Q What is the internet address for Mercer Advisors Wealth Management?

      A The website (URL) for Mercer Advisors Wealth Management is: https://www.merceradvisors.com/locations/newport-beach/?utm_source=google&utm_medium=organic&utm_campaign=gmb&utm_term=main&utm_content=newportBeach

      Q What days are Mercer Advisors Wealth Management open?

      A Mercer Advisors Wealth Management is open:
      Friday: 8:00 AM - 5:00 PM
      Saturday: Closed
      Sunday: Closed
      Monday: 8:00 AM - 5:00 PM
      Tuesday: 8:00 AM - 5:00 PM
      Wednesday: 8:00 AM - 5:00 PM
      Thursday: 8:00 AM - 5:00 PM

      Q How is Mercer Advisors Wealth Management rated?

      A Mercer Advisors Wealth Management has a 3.7 Star Rating from 3 reviewers.

      Hours

      Friday:
      8:00 AM - 5:00 PM
      Saturday:
      Closed
      Sunday:
      Closed
      Monday:
      8:00 AM - 5:00 PM
      Tuesday:
      8:00 AM - 5:00 PM
      Wednesday:
      8:00 AM - 5:00 PM
      Thursday:
      8:00 AM - 5:00 PM

      Ratings and Reviews
      Mercer Advisors Wealth Management

      Overall Rating

      Overall Rating
      ( 3 Reviews )
      2
      0
      0
      0
      1
      Write a Review

      Melanie on Google

      image Extremely helpful in current & future status

      Alex Reynolds on Google

      image

      Dan Foehner on Google

      image I am current Merrill Lynch client and I was referred to Mercer by an existing Mercer client. Met with Kara Duckworth to discuss their approach, fees, etc. After uploading multiple years of tax returns, current portfolios, etc., Kara had set expectations she would come back with recommendations, proposal, etc. in a few weeks. It has been over 3 months and no communication back even after multiple emails. These guys are amateurs and recommend you look elsewhere for your wealth management needs.

      Overall Rating

      Overall Rating
      ( 3 Reviews )
      2
      0
      0
      0
      1

      Write a Review

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