Business ProfileforMercer Partners Wealth Management
Additional business information
Services Provided:
Audits, Reviews, and Compilations
Business Consulting
Business Entity Selection
Buying or Selling a Business
Estate & Trust Tax Preparation
Financial Statements
IRS Representation
Payroll Services
Retirement Planning
Tax Preparation & Planning
At-a-glance
Customer Reviews are not used in the calculation of BBB Rating
Related Categories
Overview
Business Details
- Location of This Business
- 1243 Alpine Rd Ste 219, Walnut Creek, CA 94596-4431
- BBB File Opened:
- 11/16/2006
- Years in Business:
- 54
- Business Started:
- 1/1/1970
- Business Started Locally:
- 1/1/1970
- Business Incorporated:
- 10/14/1976
- Accredited Since:
- 8/31/2009
- Licensing Information:
- This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.BBB records show a license number of Donald Faul for this business, issued by Certified Financial Planner. The expiration date of this license is 5/31/2022.
These agencies may include:
Certified Financial Planner
1425 K Street, NW, Ste 500
Washington DC 20005
https://www.cfp.net/become/registerpg.asp?frmaction=bystate&st=California
BBB records show a license number of 0627579 for this business, issued by California Department of Insurance/CDI. The expiration date of this license is 9/30/2022.These agencies may include:
California Department of Insurance/CDI
300 Capitol Mall, Suite 1700
Sacramento CA 95814
- Type of Entity:
- Corporation
- Number of Employees:
- 5
- Business Management
- Mr. Donald Faul, Owner
- Contact Information
Principal
- Mr. Donald Faul, Owner
Customer Contact
- Mr. Donald Faul, Owner
- Additional Contact Information
Fax Numbers
- (866) 531-7651Primary Fax
- (866) 531-7651
Customer Complaints
0 Customer Complaints
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