Mercer Advisors - Hockessin

The Mercer Advisors Newark office and its predecessors have guided clients and non-profit organizations through the various stages of their financial journey since the 1990s. Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, navigating family dynamics and providing clarity when complexity arises. Lifecycle financial planning: Our comprehensive approach is designed to help you enjoy the present – and the future. Private market investment: Our institutional-grade investing provides access to otherwise hard-to-reach private investments, for those who qualify.

Since 1945, Bertz & Company has been one of Lancaster Countys most-trusted public accounting firms. What began as a one-man accounting firm with Paul S. Bertz Sr. has grown into a team of 30 professionals who are committed to providing our clients with the close, personal attention they deserve. We pride ourselves on being proactive and responsive to our clients inquiries and suggestions. For more information, call us today!

Randi Taxin - United Retirement Advisor Group Insurance and Education Specialist, Retirement Income Planner Randi Taxin is an insurance and education specialist with her expertise in Retirement Income Planning. 

She is a mother, wife, and a business owner with twenty years of experience. She is licensed in Pennsylvania, New Jersey, Florida and Texas.

Based in Wayne Pennsylvania, she is determined to teach the ABC of Conservative Investing through educating and empowering individuals everywhere to make informed decisions about their retirement needs. 

Randi’s credentials include Advanced Life and Health Insurance License through the Pennsylvania Department of Insurance. For many years, she has been teaching the ABC of Medicare to pre-retirees and retires in the Delaware Valley. With her great knowledge and education of Social Security, Medicare and the many choices of Supplemental Plans she is the go to person to see about all your retirement needs. She most recently completed all CMS training and testing to assist with the federally-facilitated marketplace for individuals and businesses.