We exist so that you don’t have to worry about money.
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of planners, investors, accountants, and estate specialists that designs — and executes — your financial plan.
who is focused on serving you, not on finding new clients.
that is tailored specifically for you, and managed by a team of 100+ investment professionals (not just one advisor).
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We connect the dots of your financial life by unifying financial planning, investment management, tax, estate, insurance, and more.
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Browse insights and podcasts from our advisors and specialists.
Navigating Medicare can be a daunting task, but you’re not alone. Whether you’re approaching retirement age, already utilizing Medicare, or helping your loved ones make informed decisions, understanding the options is crucial.
Senior Financial Planner
kdorothy@merceradvisors.com
October 10, 2024
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October 8, 2024
