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Mercer Advisors - Bend Owner verified
35 NW Hawthorne Ave Bend, OR, 97703Last time updated: 10/2/25, 8:43 AM
About
Our comprehensive and tailored services are the foundation upon which we build lasting relationships with those we serve in Central Oregon. We provide customized and professional guidance to a diverse clientele, including individuals, families, and businesses, ensuring their unique financial needs are met with precision and care.
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Wealth Management Solutions by Mercer Advisors
Frequently Asked Questions
When was Mercer Advisors - Bend founded?
Mercer Advisors - Bend was founded in 1985.
Which days is Mercer Advisors - Bend open?
Open on Monday, Tuesday, Wednesday, Thursday, Friday.
What are Mercer Advisors - Bend specialties?
Retirement Planning, Living in Retirement, Relocating in Retirement, Divorcing or Divorced, Chronic Health Conditions, Dependents with Special Needs, Dual Career Families, Inherited Wealth, Business Owners, Corporate Executives, Physicians, Dentists, Federal Employees, Women - Primary Breadwinners, Women - Business Owners, Women - Widows, Selling Your Business, Switching Careers, IPOs & Recapitalization, Concentrated Stock, Family Businesses, Pro Athletes, Professional Investors, Generational Wealth Stewards.
What are Mercer Advisors - Bend main services?
Financial Planning, Tax Planning & Preparation, Investment Management, Estate Planning, Insurance Solutions, Trustee Services.
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