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Business Profile

Financial Planning Consultants

Mercer Advisors
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(970) 204-1376Email BusinessWrite a Review

About

Overview

Mercer Advisors

224 Canyon Ave Unit 110

Fort Collins, CO 80521-2723

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See Hours
Operating Hours
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
Closed
Closed

BBB Accreditation & Rating

Mercer Advisors is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

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About This Business

Mercer Advisors provides the following products and services:
Investment Management: Tailored investment strategies to meet clients' financial goals.
Financial Planning: Comprehensive planning to address all aspects of clients' financial lives.
Estate, Charitable Giving & Trust: Guidance on managing assets for future generations and charitable endeavors.
Retirement Planning: Strategies for income generation and asset preservation in retirement.
Risk Management: Identifying and mitigating financial risks.
Alternative Investments: Access to non-traditional investment opportunities.
Tax Planning: Strategies to manage and optimize tax liabilities.
Multigenerational Asset Transfer & Planning: Ensuring efficient transfer of wealth across generations.
Corporate Retirement Plan Consulting: Services to establish and oversee retirement plans for businesses.

BBB Accredited Since: 1/23/2007

Years in Business: 41

Products and Services

Estate Planning, Estate Services, Estate Strategy, Family Office Services, Family Wealth Management, Financial Advisory, Financial Planning, Insurance Planning, Insurance Services, Insurance Solutions, Investment Management, Retirement Planning, Retirement Solutions, Tax Planning, Tax Preparation, Tax Services, Trust Planning, Trust Services, Trustee Services, Wealth Advisory, Wealth Management

Business Details

Local BBB:
BBB serving Northern Colorado and Wyoming
BBB File Opened:
1/23/2007
Business Started:
1/1/1985
Business Started Locally:
1/1/1999
Business Incorporated:
1/1/1985
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Mr. Dennis Collins, Sr. Wealth Advisor
Mr. Stephen West, Sr. Wealth Advisor

Additional Contact Information

Principal Contacts
Mr. Dennis Collins, Sr. Wealth Advisor
Mr. Stephen West, Sr. Wealth Advisor
Customer Contacts
Mr. Stephen West, Sr. Wealth Advisor
Fax numbers
Primary Fax: (970) 207-9701
Additional Phone Numbers
Other Phone: (888) 755-0505
Additional Email Addresses
Primary: Email this Business
Additional Websites
chapelcollins.com/
x.com/MercerAdvisors
Social Media

Additional Information

Other Resources
Division of Securities- Colorado
1560 Broadway, Ste 900
Denver CO 80202
Phone Number: (303) 894-2320
http://www.dora.state.co.us/securities/
Occupational/Industry License Database Colorado
1560 Broadway Ste 1350
Denver CO 80202
http://www.colorado.gov/oed/industry-license/
Wyoming Secretary of State
200 W. 24th St.
Cheyenne WY 82002
Phone Number: (307) 777-7378
http://soswy.state.wy.us/default.aspx
Business Categories
Financial Planning Consultants, Tax Consultant, Retirement Planning Services, Investment Advisory Services, Investment Management, Estate Planning and Management, Risk Management, Wealth Management

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