Mercer Advisors

"I have to add another review because I was in here twice on tax day depositing checks at the last minute and the bankers were so helpful and attentive even though they seemed very busy. I think..."

"They were pretty good at the San Ramon branch, that was before the pandemic. Complementary coffee, note books, pens and various investment material. Once a week they had investment classes, either..."

"I was with Schwab for 30 years. They helped me out when my Dad died and left me stock. I stayed with them until I inherited some money. Then I got avg service, and got poor advice. And probably..."