Fidelity Investments

Mercer Advisors is one of the largest personal financial advisory firms in the United States. With more than $3 billion in assets, it offers a range of financial services for health care and dental professionals. Established in 2001, it employs a staff of over 150 financial planners, attorneys and accountants. The company offers financial planning and investment management services. It also provides cash flow analysis, asset protection, and retirement and business planning services. Mercer Advisors provides disability and long-term care insurance options. It additionally assists clients in the legal documentation of associate and partnership contracts and purchase and sale agreements. The company serves nearly 3,400 clients that include several medical and dental associations. Headquartered in Scottsdale, Ariz., Mercer Advisors maintains offices in Atlanta; Bellevue, Wash.; Schaumburg, Ill.; Dublin, Ohio; Houston; Novi, Mich.; West Conshohocken, Pa.; Santa Barbara, Calif.; and Vancouver, Canada.

Hinman Financial Planning is a full-service financial planning firm based in Erie, CO, offering comprehensive financial planning services to clients in Colorado and beyond. With a team of experienced professionals, they specialize in helping individuals navigate life's biggest transitions, such as managing inheritances, planning for retirement, and achieving financial security. Whether clients require ongoing asset management or a one-time second opinion, Hinman Financial Planning is dedicated to empowering individuals to manage their money in a way that aligns with their goals and values. With a focus on providing personalized guidance and support, Hinman Financial Planning aims to help clients feel more confident about their financial future. Their services include full-service financial planning for clients with complex financial goals, annual financial planning for comprehensive planning needs, and project planning for DIY investors seeking professional advice. By offering tailored solutions and acting as advocates for their clients, Hinman Financial Planning strives to make financial planning accessible and effective for everyone.Generated from the website