Wesley Taylor - Mutual of Omaha Advisor

For 40 years, Mercer Advisors has called Arizona home. Most of our Scottsdale advisors were born and raised here, and love providing our clients a local office feel — with the resources of a national firm. Deep experience with: Medical professionals, entrepreneurs, tech leaders, real estate professionals, and engineers. Specialized solutions include: Real estate wealth, multi-generational succession planning, concentrated stock positions, divorce, and other life transitions. We're proud that nearly half of our client-facing team firm-wide are women.

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Jeff Kolzow is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Mesa, AZ make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.

This is a local sales office for Principal Financial Group. Our financial professionals will work closely with you on a consultative needs-based approach to find solutions that will help you reach your financial goals.