Mercer Advisors - San Jose
Business details
- Category
- Financial Services · Financial planner, Investment service
- Address
- 2033 Gateway Pl 5th floor, Office #526, San Jose, CA 95110
- Phone
- (888) 920-1320
- Website
- merceradvisors.com
- County
- Santa Clara County
Hours
- Monday: 8 AM–5 PM
- Tuesday: 8 AM–5 PM
- Wednesday: 8 AM–5 PM
- Thursday: 8 AM–5 PM
- Friday: 8 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
Mercer Advisors - San Jose is a financial planning firm serving San Jose and the South Bay with personal financial planning, investment management, insurance, and tax preparation under one roof. We help individuals and families build a clear picture of their money, from everyday cash flow and savings goals to long-term investing and retirement income.
Our team also works with clients on insurance coverage and tax planning, so the pieces of your financial life are coordinated rather than handled in isolation. We take the time to explain each recommendation in plain language, so you understand the reasoning behind every decision.
Whether you are early in your career, planning for retirement, or managing wealth you have already built, we aim to make the process feel manageable and personal.
Learn more about our services on our website.
Our team also works with clients on insurance coverage and tax planning, so the pieces of your financial life are coordinated rather than handled in isolation. We take the time to explain each recommendation in plain language, so you understand the reasoning behind every decision.
Whether you are early in your career, planning for retirement, or managing wealth you have already built, we aim to make the process feel manageable and personal.
Learn more about our services on our website.