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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, advisors, investment strategists, CPAs, and estate planning attorneys all under one roof to help you achieve your goals.  

We are growing!

New office scheduled to open soon. In the interim, please reach out to your advisor to set up an appointment.

201.447.9500

SPEAK WITH A HACKENSACK ADVISOR

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

Mark S. Germain

Managing Director

Nicholas Semko

Managing Director

Kevin Dillon

Regional Vice President

Edward Dunphy

Regional Vice President

Brian Picariello

Client Advisor and Regional Director

James Werner

Regional Sales Associate

David Haman

Sr. Wealth Advisor

Susan Portnoi

Sr. Wealth Advisor

Angel Colon

Wealth Advisor

David DeVita

Wealth Advisor

Rafael Arellano

Wealth Advisor

Geoffrey Franklin

Wealth Advisor

Steven Crevar

Associate Wealth Advisor

Ben Gyulambaryan

Associate Wealth Advisor

Jason O’Meara

Financial Planner

Tammy Cooper

Sr. Financial Planner

Li Huang

Client Service Specialist

Michelle Elia

Client Service Specialist

Karla Castillo

Client Service Specialist

Amanda O’Sullivan

Client Service Specialist

Charlene Maruska

Client Service Specialist

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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Talk to Hackensack Financial Advisor