Mercurio Wealth Advisors is proud and honored to be the trusted financial planning firm for Teamsters Local 89 active and retired members. We look forward to building life-long relationships with you and your family, as we help you with the sometimes difficult task of managing and protecting your hard-earned investments.
We have found that most people are searching for honest information. Everyone's situation is different and our objective is to help you find the plan that best fits your individual needs and dreams.
At Mercurio Wealth Advisors, we focus on three main areas that are critical to achieving your retirement plans:
1) Creating and growing Your savings.
2) Protecting Your investments.
3) Planning for the distribution of Your life savings in the most tax efficient manner while living and at death.
Times are tough. Many folks are out of work or hurting money-wise and are in need of basic financial information. If you need help planning your retirement or you are interested in learning more, you may want to setup a meeting with us at the Union Hall. From creating a budget to managing your money, we are here to help!
Beginning Tuesday, August 17, 2010 we will be at the Union Hall every Tuesday from 1pm to 5pm.
To set up a meeting, feel free to look us up at www.MercurioAdvisors.com, email us at
info@MercurioAdvisors.com or call our office at 502-253-9366.
"Remember, Smart Financial Decisions Impact the Quality of Your Life"
Registered Representative offering securities through First Allied Securities, Inc. A Registered Broker/Dealer Member FINRA/SIPC. Investment Advisor Representative offering services through First Allied Advisory Services, Inc.
last edit: Aug 25, 2010 11:37 AM
More Info: http://www.teamsters89.com/
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