Jones Linda S

Mercer Advisors is proud to help families in Upstate New York with all their wealth management needs. With a team of local CFP professionals, we provide highly tailored guidance to individuals, families, and businesses.Deep experience with: Individuals nearing or in retirement, charitable giving strategies, tax and estate planning, and individuals who own land or forested acreage.Retirement planning expertise: Our team specializes in helping people at or near retirement devise strategies to maximize income while minimizing taxes.Complex estate and gift planning: With the uncertainty of estate tax rules, having a proactive estate and gifting plan is place is imperative.

Financial, Tax and Business Advisors serving the Rochester and Finger Lakes region. Bryan M. Gray, CPA P.C. provides tax and financial advising primarily for small business owners