Business Details
About
Investment Service
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future.
For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: 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
- AFAnne FranklinJun 2, 20205.0I have loved working with Bert. He is very knowledgeable. I can tell he wants the best for his clients. He explains things so well, he always makes me feels like my questions are important. This office staff is also top notch. They get back to me right away and are always pleasant to talk to. I would recommend him to anyone!
- 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
- AKAaron KeatingApr 9, 20185.0Bert has been helping me for years and I cant recommend enough. He has helped me with everything from old company 401k to owning a small biz. Trustworthy and reliable.
- RGRichard GeaseyApr 3, 20185.0Bert takes a very practical view of your financial situation and will provide a plan to help you make your money last longer than you do!
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.