Mercer Advisors - Coeur d’Alene

Heritage Home Loans, located in Coeur D'Alene, ID, is a leading mortgage consultancy firm that combines the best of technology and expertise to provide a seamless and enjoyable loan experience for their customers. With over 30 years of experience and $5 billion in total closed volume, Heritage Home Loans has helped 2000 new homeowners achieve their dreams of owning a home. Their team of dedicated professionals, led by Sr. Mortgage Consultant Brad Patshkowski, is committed to guiding clients through the loan process, offering personalized advice, and ensuring a smooth transaction from start to finish. Whether you're a first-time homebuyer looking for loan programs or seeking to unleash the power of your home's equity through a cash-out refinance, Heritage Home Loans has the knowledge and resources to meet your needs. Their award-winning mobile app allows for easy transaction management, document uploading, and e-signing, while providing instant updates on the loan process. With a 4.85 average customer rating and testimonials praising their professionalism and friendliness, Heritage Home Loans is the go-to choice for all your mortgage needs in Coeur D'Alene, ID.Generated from the website

Our business is based around our strong relationships with our clients. We want to know about you: your family, career, interests, values, and goals. This is the best way to identify your specific needs and match your unique situation with an ongoing investment strategy. It is our mission to help our clients better understand their options, and get them on the right path for their financial future. Our client relationships run from one-time, as-needed engagements to on-going regular meetings. You can choose how to pay for our services. We do fee-only, by-the-hour service (in which you pay for just the time we work for you), or traditional brokerage. We offer a wide array of investment options including stocks, bond, mutual funds, institutional money managers, and alternative investments. We Specialize in: Customized Investment Management Retirement Transition and Management Tax Planning Business Planning Estate Planning Other Services: Cash Flow/Budget Analysis Charitable Gifting College Savings Life & Disability Insurance - Quotes/review of current policies Divorce Planning Social Security In-house complimentary notary for existing clients

Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others. Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions. We're proud that nearly half of our client-facing team firm-wide are women.