I didn't feel that the investors were any good in that they didn't give any thought to selling good stock in my portfolio from the beginning. The investors remain behind the scenes. The advisor...
Mercer Advisors - New York
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Mercer Advisors in New York City offers comprehensive wealth management services through a family office-like structure. Their team of financial planners, investment managers, tax specialists, and estate planners work together to simplify clients’ financial lives by integrating various financial services into one cohesive offering.
As an independent national fiduciary, Mercer Advisors is committed to always acting in the best interest of their clients. They focus on delivering tailored financial solutions, including financial planning, investment management, tax planning, estate planning, insurance solutions, and more, to meet the unique needs of each individual or family they serve.
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