Unclaimed
George John Herr is an investment advisor representative who works with Mercer Global Advisors Inc. George John Herr is based in Livonia, Michigan. George John Herr works with individuals, high-net-worth individuals, corporations, and pension plans. George John Herr also provides services like Financial Planning, Portfolio Management for Individuals and Businesses. George John Herr has been a Registered Investment Advisor since 2023.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Trust services, estate planning, tax return preparation, consultation
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CO
07/10/2023 - Present
Mercer Global Advisors Inc. (DENVER CO)
Active
Inactive
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