Emerald Financial Service Inc

Mercer Advisors is proud to help families in Upstate New York with all their wealth management needs. With a team of local CFP professionals, we provide highly tailored guidance to individuals, families, and businesses.Deep experience with: Individuals nearing or in retirement, charitable giving strategies, tax and estate planning, and individuals who own land or forested acreage.Retirement planning expertise: Our team specializes in helping people at or near retirement devise strategies to maximize income while minimizing taxes.Complex estate and gift planning: With the uncertainty of estate tax rules, having a proactive estate and gifting plan is place is imperative.

We are a full-service CPA firm that is client-focused and technology-fueled. The partners of Welker, Mojsej, & DelVecchio are industry veterans with over 75 years of collective expertise, rooted in financial fundamentals and smart-growth strategies. From individuals to SMBs and large corporations, we handle all accounting and bookkeeping needs, as well as tax preparation, financial statements, consultation, business valuations, retirement plan design, and estate & succession planning.

Founded in 1985, The Gaudino Group provides clients with authentic and holistic financial strategies. We design client plans in investment management, financial planning, tax planning, and estate planning. Our firm believes financial success can be achieved when all aspects of a person’s financial situation are efficiently handled. We help individuals pursue their financial goals by providing a strategic yet practical approach while seeking to provide the best customer service possible. Ultimately building long-term relationships with our clients.