CFP®, CPA, MBA
Fee-Only financial planner located in Rochester, NY, serving clients locally and across the country
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.
Jamie Block is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Jamie Block is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Jamie Block is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Jamie Block is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Jamie Block
132 Allens Creek Rd
Rochester, NY 14618