Jackson Financial Management

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Website
151 Kalmus Dr Ste H7
Costa Mesa, CA 92626
+1 (949) 553-4000
https://www.merceradvisors.com

Mercer Advisors, based in Costa Mesa, CA, is a leading registered investment advisory firm that focuses on providing comprehensive financial services tailored for families. With a unified in-house team of over 360 advisors, they offer personalized solutions in financial planning, investment management, tax, estate planning, and more, ensuring a holistic approach to wealth management.

Recognized as the #1 RIA firm in 2024 by Barron's, Mercer Advisors combines boutique fiduciary service with national capabilities, serving clients with tailored institutional-grade portfolios managed by a team of 100 investment professionals. With nearly 40 years of experience, the firm is committed to helping families simplify their financial lives and prepare for a secure future.

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1.01 reviews
Jim K.
2/15/2021

Laura Prieskorn is the CEO of this group, which includes National Family Assurance Corporation, which is Part of Prudential Insurance - quite a mouthfull! I responded to an unsolicited ad to...

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