Mercer Partners LLC
Mercer Partners LLC, located in Walnut Creek, CA, specializes in personalized financial planning tailored to meet the needs of goal-focused and relationship-driven clients. Their team employs the Mercer 360 Process to provide clarity and confidence in financial decision-making.
As a Registered Representative with LPL Financial, Mercer Partners offers investment advice through Mariner Independent Advisor Network LLC, both of which are committed to maintaining a thoughtful and responsive client environment. The firm does not provide legal or tax services, encouraging clients to consult with their respective advisors for personalized guidance.
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