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Become A Client

Are you ready to move forward? It’s easy to become a client at Mercer Putney Financial Advisors.

We are a fee-based, full service financial planning and wealth management firm specializing in investment strategies. Best of all, we customize these strategies to meet your planning needs. That’s right – we take our years of experience and expertise and create a plan tailored to fit you, so that you can work toward your financial goals in life.

When you’re ready to take the next step toward financial freedom, Contact Us.

Still need more information? Here are answers to some Frequently Asked Questions.