Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Bert Mills, CFP®|AAMS®
2919 S Ellsworth Rd, Mesa, AZ
85212, United States
Hours
Reviews
5.0
12 reviews
5 stars
12
4 stars0
3 stars0
2 stars0
1 star0
- CHCarol HertApr 17, 20255.0We have worked with Bert for at least ten years. Aside from the fact that our assets have been well managed, he is very supportive, non-judgemental and a real pleasure to work with. Can't say enough nice things about Bert
- RJRobert JohnsonMay 16, 20185.0I have worked with Bert for,many years,now and have found all of his advice to be honest and helpful. This man wi spend whatever time is needed with you and explain in whatever detail you need. He will make you money on our money.
- MWMatt WyattMay 16, 20185.0Looking for wealth management and retirement planning assistance...Bert Mills is a Financial Advisor at Edward Jones you should talk too! He'll review your needs/goals and partner with you in building and managing a financial plan that best fits YOUR risk tolerance and time horizon. Highly recommended!
- RRRalph ReitanMay 14, 20185.0Bert Mills is a very good financial planner. He is patient and skilled at finding out what you are comfortable investing in. He is interested in finding what your goals are and adapting your investment advice around those goals. You can depend on Bert to always have your needs and goals first in mind always. HIs knowledge and experience will serve you well. Bert also trains other Edward Jones Financial Planners
- NDNannette DavisMay 7, 20185.0Bert loves helping people; it really does make him happy. Whether you have a little or a lot to invest and manage, he's always pleased to be able to help. He's patient, takes time to explain, gives you options for investing, really listens when you tell him your goals. He's helped me get started on my retirement planning and it's amazing how quickly it is adding up, even though I had to start small. He's always looking out for good opportunities to help me reach my goals. For me, he's a trusted partner in building my future. Doesn't get better than that!
Frequently Asked Questions About Edward Jones - Financial Advisor: Bert Mills, CFP®|AAMS®
What are the regular business hours for Edward Jones - Financial Advisor: Bert Mills, CFP®|AAMS®?
The office is open Monday to Thursday from 9:00 AM to 4:00 PM and closed on Fridays, Saturdays, and Sundays except for appointments by appointment only on Saturdays.
Where is Edward Jones - Financial Advisor: Bert Mills located?
The office is located at 2919 S Ellsworth Rd, Ste 129, Mesa, AZ 85212, USA.
How can I schedule an appointment with Bert Mills?
You can schedule an appointment through the contact page on their website: https://www.edwardjones.com/us-en/financial-advisor/bert-mills/contact/
What financial services does Edward Jones - Bert Mills provide?
They offer personalized investment services including retirement planning, education savings, tax-efficient strategies, investment management, and stock and bond brokerage.
How can I contact Bert Mills via phone or email?
You can call the local phone number at +1 425-402-6950 or the main phone at +1 480-931-3566, or email bert.mills@edwardjones.com.
Are there nearby medical or dental offices close to Edward Jones - Financial Advisor: Bert Mills?
Yes, nearby you can find Canyon Rim Dental, Sossaman Family Dental, Wing Orthodontics, and AZ Crash Doctors among other health and medical providers.
What nearby real estate services are available near Edward Jones - Financial Advisor: Bert Mills?
Klaus Team Real Estate Solutions, Arizona Short Sale, and Twila Edwards provide real estate services near the office, useful for clients seeking property advice along with financial planning.
What fitness or wellness options are near Edward Jones - Financial Advisor: Bert Mills?
Nearby fitness centers include East Mesa Fit Body Boot Camp, Fit Body Boot Camp, Ida Pingala Yoga, and Ares East Mesa BJJ, offering various exercise and wellness activities.
Does Edward Jones provide any tools to help with retirement planning?
Yes, Edward Jones offers a retirement savings calculator available online to help clients assess their retirement readiness.
Which languages are spoken by the Edward Jones - Financial Advisor: Bert Mills team?
The team speaks English to assist clients.