Mercer Advisors - Rockwall

Name: Mercer Advisors - Rockwall
Address: 2095 Summer Lee Drive Suite M200, Rockwall, TX, 75032, US
Telephone: (214) 771-3363

verified

Financial Planner in Rockwall

closed

Today 08:00 AM - 05:00 PM

2095 Summer Lee Drive Suite M200 Rockwall TX, 75032

(214) 771-3363

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General Description

Mercer Advisors, formerly known as Lake Point Advisory Group, has served the local area since 2016. We're proud to help families in the Dallas Fort Worth area with their comprehensive wealth management needs. Deep experience with: Deferred compensation plans, equity compensation plans, tax optimization, wealth transfer, divorce financial planning and complex financial planning. Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, navigating family dynamics and providing clarity when complexity arises. Tax optimization planning: An integral part of our process, tax strategy is essential to protecting your lifestyle and legacy.

Business Hours

Sunday	closed
Monday	08:00 AM	05:00 PM
Tuesday	08:00 AM	05:00 PM
Wednesday	08:00 AM	05:00 PM
Thursday	08:00 AM	05:00 PM
Friday	08:00 AM	05:00 PM
Saturday	closed

Location & Map

Mercer Advisors - Rockwall

2095 Summer Lee Drive Suite M200
Rockwall, TX 75032

(214) 771-3363

Driving Directions

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Mercer Advisors - Rockwall

Financial Planner in Rockwall

2095 Summer Lee Drive Suite M200 Rockwall TX, 75032

(214) 771-3363

General Description

Business Hours

Location & Map

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