Tepltzky and Company

Mercer Advisors is a wealth management firm located in Woodbridge, Connecticut, with over two decades of experience providing tailored guidance to families and business owners. They offer a comprehensive suite of services, including financial planning, investment management, tax, estate, and insurance solutions, all designed to amplify and simplify their clients' financial lives. With a dedicated team of CFA and CFP professionals, Mercer Advisors specializes in multi-generational wealth management and institutional-grade investing, ensuring tax efficiency and proactive strategies to protect clients' legacies. Their advisors are deeply embedded in the local community and focus on delivering clarity and confidence as clients navigate their unique financial journeys. Generated from the website

The advisor listed is an Ameriprise financial advisor in Woodbridge. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. Live life brilliantly.What matters most to you in life? It's a big question...

The advisor listed is an Ameriprise financial advisor in Woodbridge. Comments are not verified, may not be accurate and are not representative of the experiences of the advisor's clients. I’ll help you prepare for the expected - and the unexpected...