BBB Accredited Business Profile

Mercer Putney Financial Advisors, LLC

Mercer Putney Financial Advisors, LLC

(925) 932-4700

Mercer Putney Financial Advisors, LLC

47 years in business
1243 Alpine Rd Ste 219
Walnut Creek, CA 94596-4431
Fax Numbers
  • (866) 531-7651
Additional Email Addresses
  • info@mercerputney.com
BBB File Opened: 11/16/2006
Business Started: 01/01/1970
Business Started Locally: 01/01/1970
Business Incorporated: 10/14/1976 in CA
Type of Entity
Corporation
Business Management
  • Mr. Donald Faul, Owner
Business Category
  • Tax Return Preparation
  • Investment Securities
  • Retirement Planning Service
  • Financial Services
  • Estate Planning & Management

Additional Information
  • Services Provided: Audits, Reviews, and Compilations Business Consulting Business Entity Selection Buying or Selling a Business Estate & Trust Tax Preparation Financial Statements IRS Representation Payroll Services Retirement Planning Tax Preparatio...

  • Services Provided:
    Audits, Reviews, and Compilations
    Business Consulting
    Business Entity Selection
    Buying or Selling a Business
    Estate & Trust Tax Preparation
    Financial Statements
    IRS Representation
    Payroll Services
    Retirement Planning
    Tax Preparation & Planning

Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
Number of Employees: 
7
BBB accredited business

A+

Overview

This company offers financial services and tax preparation.

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BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Business Profile

Business Profile

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
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BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.
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BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Mercer Putney Financial Advisors, LLC

Mercer Putney Financial Advisors, LLC

BBB ACCREDITED SINCE 08/31/2009

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