Nationwide Insurance

As your local insurance and investment professional, I offer insurance and investment products and services to help you navigate the financial landscape and prepare for the future. Any testimonials are based on individual experience and not a guarantee of future performance or success. CA Ins Lic #4080310

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.