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Mercer Wealth Solutions Customer FAQ

Top Answers & How-to Guides

What is Mercer Wealth Solutions's Phone Number?

The question we are asked most often is about how to talk to Mercer Wealth Solutions customer service. Click here for contact information, email and chat options, getting a live person, wait times and more.

Can I transfer my existing investments to Mercer Wealth Solutions?

Transferring investments to Mercer Wealth Solutions is typically feasible and involves an "in-kind transfer," allowing you to...

Can I access my investment accounts online?

Yes, clients of Mercer Wealth Solutions can access their investment accounts online, allowing them to review balances,...
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Recent Mercer Wealth Solutions Customer Questions

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Retirement Planning

Does Mercer Wealth Solutions provide retirement planning services?

Mercer Wealth Solutions offers retirement planning services tailored to individuals' needs, including strategy development for...
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Can Mercer Wealth Solutions assist with investment retirement accounts?

Mercer Wealth Solutions can help with investment retirement accounts, offering various options like traditional and Roth IRAs....
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Estate and Tax Planning

Can Mercer Wealth Solutions help me with estate planning?

Mercer Wealth Solutions provides extensive estate planning support as part of their financial planning services. They assist...
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Does Mercer Wealth Solutions provide tax planning services?

Mercer Wealth Solutions does include tax planning services as part of its wealth management offerings. They focus on...
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Investment Options

What types of investment options are available through Mercer Wealth Solutions?

Mercer Wealth Solutions offers a wide variety of investment options, including stocks, bonds, mutual funds, ETFs, and real...
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What is the minimum investment requirement with Mercer Wealth Solutions?

Mercer Wealth Solutions has varying minimum investment requirements that depend on the service and investment type. Typically,...
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Fees and Services

What fees does Mercer Wealth Solutions charge for their services?

Mercer Wealth Solutions charges varied fees based on the services provided, including asset management percentages and...
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Is Mercer Wealth Solutions a registered investment advisor?

Mercer Wealth Solutions is a registered investment advisor, allowing it to offer investment advice while adhering to...
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Account Management

Can I transfer my existing investments to Mercer Wealth Solutions?

Transferring investments to Mercer Wealth Solutions is typically feasible and involves an "in-kind transfer," allowing you to...
Read more

Can I access my investment accounts online?

Yes, clients of Mercer Wealth Solutions can access their investment accounts online, allowing them to review balances,...
Read more

Financial Education

Does Mercer Wealth Solutions offer financial education resources?

Mercer Wealth Solutions provides a range of financial education resources, including articles, webinars, and workshops, to help...
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What resources does Mercer provide for ongoing financial education?

Mercer Wealth Solutions provides various resources for financial education including articles, webinars, podcasts, and...
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Advisor Interaction

What are the benefits of working with a financial advisor at Mercer?

Partnering with a financial advisor at Mercer Wealth Solutions offers tailored guidance for individual goals, a holistic wealth...
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How often will I meet with my financial advisor?

Meeting frequency with a financial advisor at Mercer Wealth Solutions depends on individual needs and preferences. Clients...
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How do I ensure that Mercer Wealth Solutions understands my investment goals?

To ensure Mercer Wealth Solutions understands your investment goals, maintain open communication. Discuss your financial...
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