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Last updated: 2 months ago
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Financial Planning Consultants
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Financial Planning Firms
About Mercer Advisors - Onalaska
Mercer Advisors La Crosse team, serving the Coulee Region since 1984, specializes in financial services for business owners, healthcare professionals, and farmers. With deep expertise in tax planning, Go to full description...
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M-F 8am-5pm, Sa-Su Closed
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Mercer Advisors La Crosse team, serving the Coulee Region since 1984, specializes in financial services for business owners, healthcare professionals, and farmers. With deep expertise in tax planning, business strategies, and wealth transfer, we offer tailored solutions and trusted advisory services to help meet clients’ unique needs.
Deep experience working with: Families, business owners, executives, farmers, and those in the healthcare sector.
Specialized solutions for: Tax planning, business ownership strategies, managing concentrated positions, and wealth transfer planning.
Local expertise: Our team features three CFP® professionals, three members with master’s degrees, a Certified Trust and Fiduciary Advisor designee, and over 80 years of combined experience.
Services:
Financial Planning, Tax Planning & Preparation, Investment Management, Estate Planning, Insurance Solutions, Trustee Services
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
Year Established: 1985