LifeEase Business Insurance Solutions

Mercer Advisors is a boutique fiduciary wealth management firm based in Thousand Oaks, CA, dedicated to simplifying and amplifying the financial lives of families. With a unified in-house team of over 350 advisors, including planners, investors, accountants, and estate specialists, they design and execute personalized financial plans tailored to each client's unique needs. For nearly 40 years, Mercer Advisors has focused on providing institutional-grade portfolios managed by a team of 100 investment professionals, ensuring that clients receive intimate service combined with sophisticated capabilities. The firm prides itself on acting solely in the best interest of its clients, helping them navigate financial planning, investment management, tax preparation, estate planning, and more. Generated from the website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Westlake Village, CA area, Scott Wilcox will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.