Jamie Block| CFP®, CPA, MBA
- Fee-Only Financial Planning
- Financial Review
- Tax Planning
- Retirement Planning
- Investment Management
- Insurance Services
- Estate Planning
- 401(k) and IRAs
Rochester, NY 14618
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Jamie Block is a Rochester, NY Fee-Only Financial Planner serving Rochester and all surrounding areas. Mercer Advisors specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Jamie Block is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Jamie is a graduate of Cornell University and holds an MBA in Finance from the University of Rochester, Simon School of Business. Jamie is a NAPFA registered Advisor and Treasurer of the Rochester Chapter of the Financial Planning Association. Jamie has been quoted on Investopedia and appears regularly on WROC. Jamie is an Emergency Medical Technician for the Victor Farmington Volunteer Ambulance Corp since 2002.
Mercer Advisors is an independent fee-only wealth management firm. This means that neither the firm nor our employees accept commissions or referral fees from any source other than direct client fees. We are located in Rochester, NY and while most of our clients live near our hometown, we invite all inquiries.
We are committed to customized solutions because everyone’s needs are different and they also change over time. So, if our entire financial planning and management package isn’t your thing right now, we offer other options that can lower costs, or just focus on a few areas of your choosing.
Focused on Easing Life’s Challenges
One of our specialties is helping clients through complicated periods of life such as retirement, divorce, loss of a spouse, sale of a business or career transition. Having a solid financial plan in place can bring much needed clarity and peace of mind during these times. Of course, you don’t you have to be experiencing a major life change in order to be a satisfied client. But, if you are, we’re here to help you.
Strength in Numbers
When you work with us, you’ll get more than a single advisor – you will have a complete team. We provide complete integration of tax planning, financial planning and investment implementation. Doing all of that well takes many different skills. It takes a team. Our team tackles financial planning with knowledge, experience, and strategy – not by selling you products. That’s a promise.
Educated and Experienced
Every one of our advisors holds an advance degree (JD or MBA) as well as post-graduate professional credentialing appropriate to their role in our firm.