Mercer Advisors - Schaumburg

Closed
yelp logo

(2)

Photos

475 N Martingale Rd Ste 300
Schaumburg, IL 60173
Proudly serving Chicagoland for over 25 years, we have a deep bench of advisors with a wide range of expertise. Our local team of CFP®, CDFA®, and MBA professionals is committed to providing tailored guidance so that you and your family don't have to worry about money. Local footprint: We have advisors sitting in the heart of Chicago and the surrounding areas including the Western suburbs all the way up to the North Shore. Specialized solutions include: Illinois estate tax strategies, strategies for reducing income tax, and multi-generational succession planning. Complex family dynamics: Our team has extensive experience working with widows/widowers, clients navigating divorce or other life transitions, as well as parents of special needs children.
Schedule a Call Today

Reviews

yelp logo
3.02 reviews
Photo of Timothy R.
Timothy R.
9/17/2014

I can thank Mercer Advisors for helping me achieve significant life goals over the years. Financial independence was first on our mind when we went to "boot camp" with them and began our journey....

Carol B.
4/8/2024

Horrible. Alec Montoya keeps dodging my calls. Won't give me any useful information about my money. Horrible communication on his part. I will be contacting someone higher up about this. This is...

Owner verified
See a problem?

You might also like

United StatesIllinoisSchaumburgMercer Advisors - Schaumburg

Partial Data by Infogroup (c) 2025. All rights reserved.

Yext