Mercer Advisors - Fairport

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375 Woodcliff Dr Ste 1C
Fairport, NY 14450
+1 (585) 442-3230
https://www.merceradvisors.com
Mercer Advisors is proud to help families in Upstate New York with all their wealth management needs. With a team of local CFP® professionals, we provide highly tailored guidance to individuals, families, and businesses. Deep experience with: Individuals nearing or in retirement, charitable giving strategies, tax and estate planning, and individuals who own land or forested acreage. Retirement planning expertise: Our team specializes in helping people at or near retirement devise strategies to maximize income while minimizing taxes. Complex estate and gift planning: With the uncertainty of estate tax rules, having a proactive estate and gifting plan is place is imperative.
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