Testimonials
Our job is to help you to write your own success story.
We take our commitment to your success seriously and personally. We reach out regularly to our clients to ensure we are doing all we can to meet your needs. After all, your success is our success, and we take great pride in the high scores and accolades we receive from our clients.
For the prospective client, there is no better way to understand the Mercer Advisors experience than to hear directly from those whose lives and practices have already been positively impacted by the advice and support we offer.
Following is a sampling of testimonials that make us proud:
“We became clients in 1988 and Mercer Advisors has managed to keep us on track. We are enjoying our attained goal of financial freedom and we are respected by our peers who are still "enjoying" the journey because they have to, not because they want to.”
— Peter and Cynthia Erickson, Retirees
“I think if I would have been with Mercer Advisors from day one, I would probably be long retired by now.”
— Dr. David J. Trylovich
“There was no judgment telling us that our ideas were crazy, that you can't do that – if I said I wanted to have it, they gave me a plan to do it and I have done it.
We didn't even have to make the choice between investing in my business only or our personal life only, we were able to invest in both at the same time!
Overall, every contact that we had with Mercer Advisors has been comprehensive & complete."
— Dr. James DeFinnis
Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Forbes and Investment News rankings are for Mercer Global Advisors Inc.
