Mercer Advisors

Mercer Advisors’ Green Bay team, serving clients since 1989, blends local expertise with personalized service. With deep community ties, including a Packer Board member and an Ashwaubenon High School graduate, they specialize in working with families, retirees, and business owners, offering tailored financial guidance. Deep experience working with: Families, retirees, and business owners, especially those involved with the Wisconsin Retirement Systems pension. Specialized solutions for: Pension, tax planning, business ownership strategies, and wealth transfer planning. Local expertise: Our team includes a member of the Packer Board serving on their Audit Committee and a graduate of Ashwaubenon High School, highlighting our deep roots in the community.

The Green Bay WI team of financial advisors are ready to help guide your financial future. Founded in 1997, Wealth Enhancement Group is a nationwide network of independent financial advisors focused on delivering personalized financial plans. Clients from over 50,000 households have access to a range of services, including retirement planning, wealth management, tax strategies, risk management, estate planning, and private client services, through their dedicated advisor. As a fiduciary, Wealth Enhancement always acts in the best interests of their clients and their unique situations, no matter how complex. Every financial plan is crafted with care, tailored with compassion, and built to handle what life brings.

Jackson Hewitt’s professional tax preparers in Green Bay provide year-round support to hard-working individuals. Get expert tax preparation services in Green Bay and low-cost tax solutions. Call us for availability. Bring your federal and state returns to your local Tax Pro for your income tax preparation by Jackson Hewitt in Green Bay. Our clients get their Biggest Refund, Guaranteed, and a Lifetime Accuracy Guarantee, or we pay you! Still need to file your income taxes? Call our office or visit us online to learn about all available filing options. We are happy to help with your tax needs. Visit our Jackson Hewitt location at 2292 Main St. -In Walmart.”