Mercer Advisors - Morristown

HistoryACE Advisory Management LLC is a financial planning firm based in NYC that offers a comprehensive array of services including but not limited to taxes, insurance, Incorporation, investment, education and retirement planning. ACE Advisory Management LLC was established in Sept 2007 by Atabu E. Otobo. Our Mission is to help accumulate, manage, plan, and protect our client's wealth. We strive to provide an exceptional and superb service to our clients. We strive to earn our clients trust to foster a dynamic long-term relationships.SpecialtiesI assist clients prepare, plan and file individual and corporate taxes for LLC, Corpotions, partnership, trust and estates. I offer/ provide my clients various insurance, including but not limited to life, long term care, disability, fnal Expense, auto, Home, condo, renter, umbrella, worker comps, E&O, Malpractice etc. I help to organize and setup business entities formation such as LLC, LLP, S and C Corp a non profit. I offer investment advisory and management, including College and retirement Planning I also provide notary services

Mercer Advisors helps high-net-worth individuals and families in New York live the lives they want — now and in the future. We're a unified team: Advisors, planners, investors, accountants, and estate strategists that design – and execute – your financial plan. We are a true family office for all families. We put multiple wealth drivers to work: We don't rely solely on investment returns to help achieve your goals. We look at your entire financial picture, including taxes, estate, and insurance. We put you first: Our advisors don’t sell proprietary investment products and are focused on serving you, not on finding new clients.