Mercer Advisors

Extremely helpful in current & future status

I am current Merrill Lynch client and I was referred to Mercer by an existing Mercer client. Met with Kara Duckworth to discuss their approach, fees, etc. After uploading multiple years of tax returns, current portfolios, etc., Kara had set expectations she would come back with recommendations, proposal, etc. in a few weeks. It has been over 3 months and no communication back even after multiple emails. These guys are amateurs and recommend you look elsewhere for your wealth management needs.

Extremely helpful in current & future status