Mercer Partners Wealth Management

Mercer Partners Wealth Management

Categories

Financial PlannersFinancial ServicesTax PreparationFinancial AdvisorsFinancial Planners & Asset Management

About Us

Mercer Putney Financial Advisors gives you personal guidance with a unique and collaborative approach. We start with your dreams. We listen to your financial concerns and take the time to understand what matters to you and your family. We then create the plan designed to help you realize your goals, and work steadfastly, over time, as your trusted financial advisor to aim to ensure the best outcomes.

Whether it’s growing your business, planning for retirement, traveling the world or leaving your legacy, we’ll be at your side, providing advice and insights every step of the way, helping you work toward the life you’ve always wanted.

Highlights

  • Financial Planning

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Rep/Contact Info

Marci Adams
Client Services
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Donald Faul
Certified Financial Planner
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Karla McQuain
Director,Client and Community Services

Printed courtesy of www.walnut-creek.com – Contact the Walnut Creek Chamber of Commerce & Visitors Bureau for more information.
1280 Civic Dr #100, Walnut Creek, CA 94596 – (925) 934-2007 – chamber@walnut-creek.com