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Financial Advisors in Hackensack, New Jersey

Located in one of New Jersey’s oldest and most historical cities, our Hackensack office brings together CERTIFIED FINANCIAL PLANNER™ professionals, investment strategists, CPAs, and estate planning attorneys all under one roof to help you achieve your goals.  

505 Main Street
Suite 214
Hackensack, New Jersey 07601

201.447.9500
Hours: 8 AM – 5 PM, Monday – Friday

SPEAK WITH A HACKENSACK ADVISOR


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About Us

Mercer Advisors has more than 35 years of experience in financial planning and wealth management services, spanning investment management, retirement planning, estate planning, corporate trusts, tax planning and preparation, and more. We’ll match you with a financial advisor in Hackensack that best fits your needs. Our wealth advisors will take the time to fully understand your financial situation and goals and guide you on the path to grow your wealth, attain Economic Freedom™, and succeed in your life journey.

 

Financial Management to Help Maximize Wealth

Our Hackensack financial advisors specialize in helping individuals, families, medical professionals, entrepreneurs, and businesses with comprehensive wealth management services including:

  • Retirement planning
  • Trusts and estate planning
  • Tax planning and return filing
  • Insurance analysis
  • Long term care / Medicare planning
  • Company retirement plans
  • Social security optimization
  • Tax efficient investing
  • Socially responsible investments
  • Foundations & non-profits
  • Donor advised funds & charitable trusts
  • Education / college planning
  • Cash flow / budget optimization

 

Meeting the Financial Needs of the North Jersey Community

We serve clients in Northern New Jersey, including Bergen County and the surrounding Tri-State area. From individuals and families, to business owners in various fields, the diverse background of our client base means we have the expertise to manage complex financial issues. We partner with our clients in navigating their financial situation and lead them on the right track for Economic Freedom. This includes equity compensation, highly concentrated positions, financial planning, tax planning, and estate planning.

Meet Your Hackensack Team

Nicholas Semko

Managing Director

David DeVita

Client Advisor

David Haman

Client Advisor

Ben Gyulambaryan

Associate Advisor

Li Huang

Client Associate

Tammy Cooper

Financial Planner

Nicole Gobel

Client Advisor

Charlene Maruska

Client Associate

Amanda O’Sullivan

Client Associate

Brian Picariello

Client Advisor and Regional Director

Susan Portnoi

Client Advisor

James Werner

Regional Sales Associate

Angel Colon

Client Advisor

Geoffrey Franklin

Client Advisor

Mark S. Germain

Managing Director

Rafael Arellano

Client Advisor

Michelle Elia

Client Associate

Louis Tzamalas

Client Associate

Karla Castillo

Client Associate

Steven Crevar

Associate Advisor

Jason O’Meara

Financial Planner

Awards

News

New Legislation Impacts Retirement Planning

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Mercer Advisors Takes ESG to a New Level

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Mercer Boosts Female Leadership with New Hire

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