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Mercer Advisors - Walnut Creek, California

Address: 100 Pringle Ave STE 310, Walnut Creek, CA 94596.
Phone: 8774945123.
Website: merceradvisors.com.
Specialties: Financial consultant, Investment company, Tax consultant.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 3/5.

Location of Mercer Advisors

8774945123

Mercer Advisors is a well-known financial consulting firm that specializes in investment and tax consulting services. The company's address is 100 Pringle Ave STE 3

Reviews of Mercer Advisors

Mercer Advisors - Walnut Creek, California
Karen Loughran
1/5

They tried to get my business but I guess they didn't want it! Andrew put together a half A** proposal; all the inputs were wrong- I have no idea where he got them and then fumbled his way through the presentation. He made some suggestions about property he thought I should liquidate and when I mentioned that they had sentimental value, etc. he said he didn't make that suggestion. Um - what!! On top of EVERYTHING, zero follow up. Multiple zero follow ups. If that's how you try to secure new business I can't image how you'd treat your existing customers. Yikes- Stay away!

Mercer Advisors - Walnut Creek, California
Jim Fisher
5/5

I've been with them for 7 years. Great management of my assets and very responsive to questions and my opinions. Fanny and Elisha are very knowledgeable and fun to work with.

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