Mercer Advisors - Rockwall

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2095 Summer Lee Dr Ste M200
Rockwall, TX 75032
+1 (214) 771-3363
https://www.merceradvisors.com

Mercer Advisors is a leading registered investment advisor firm that specializes in providing comprehensive financial services tailored to families, combining financial planning, investment management, tax, estate, and insurance solutions. With a unified in-house team of over 360 advisors and 100 investment professionals, the firm emphasizes personalized service while prioritizing the best interests of its clients.

With nearly 40 years of experience, Mercer Advisors has established itself as a boutique fiduciary with national strength, offering institutional-grade portfolios designed specifically for each client. The firm has been recognized as a top RIA by Barron's and other reputable organizations for its service quality, growth, and innovative financial strategies.

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