Mercer Advisors - Bellevue

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10655 NE 4th St Ste 810
Bellevue, WA 98004
For more than two decades and counting, Mercer Advisors has been proud to call Seattle's East Side home. Deep experience with: Executive compensation, RSUs, stock options, deferred compensation, and concentrated stock positions. Specialized solutions include: Washington estate tax strategies, multi-generational succession planning, philanthropy, services for endowments and foundations. Local Chartered SRI Counselor: Advisor knowledgeable in sustainable, responsible, and impact (SRI) investments, alongside environmental, social, and governance (ESG) factors, to support clients with value-based investing. Local Certified Divorce Financial Advisor (CDFA): Financial professional specializing in divorce-related financial planning.
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1.01 reviews
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Peggy D.
1/9/2022

Mercer Advisors I was a client for 6 yrs. When you meet with them they promise that your personal advisor will be in touch with you 4 times a year for review we were impressed. The first advisor...

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