Don P.
3/11/2018
My wife and I recently attended a very informative Epstein & White retirement seminar and afterward made an appointment to see Sandee; one of their financial advisers. Going into the...
Epstein & White Retirement Income Solutions
Closed
(5)
Photos
9740 Appaloosa Rd Ste 150
San Diego, CA 92131
Mercer Advisors, operating as Epstein & White Retirement Income Solutions, is a full-service wealth management firm based in San Diego, California, dedicated to creating sound financial strategies for clients. The firm specializes in comprehensive services that integrate financial planning, investment strategies, tax planning, estate planning, and asset protection to help individuals navigate their financial futures.
With a commitment to nurturing long-term relationships built on trust and transparency, Mercer Advisors offers unbiased advice tailored to clients' unique needs and goals. Their experienced team is focused on ensuring integrity while providing expert support in areas such as retirement income planning, legacy planning, and IRA rollovers to help clients realize their aspirations.
Generated from the website
Also at this address
Reviews
3.55 reviews
D S.
6/14/2019
So far my experience has been great! Attended a seminar, both Mr White and Mr Epstein were knowledgeable and the associate I've been working with for the last few months has gone above and...
Tigor T.
5/14/2019
My wife and I attended a retirement seminar by Epstein and White and were very impressed by a depth knowledge of the subject and presentation skills of Bradley White. David Epstein also...
Janet S.
6/7/2018
I had previously written about the misleading ads from this company, and I had suggested that they could easily fix them to make them correct. However, I heard another one today on KFMB-FM 760...
Joe W.
5/19/2019
I went to a presentation with Epstein & White over a year ago. I met Brad White at their office and decided to let them manage my IRA account. I am happy with the results so far. They helped me...
See a problem?
