Business Details
About
Investment Service
Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.
Location
Edward Jones - Financial Advisor: Tevin Mercer
1625 The Alameda, San Jose, CA
95126, United States
Reviews
5.0
1 reviews
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- SMStefan MercerAug 17, 20245.0Tevin is extremely knowledgeable and it’s very clear that he has my best interest in mind. It started with me transferring my 401k after a career switch, but I was quick to realize that he could help me with my entire portfolio. It’s easy to see that he cares about what I care about and was ready to help set up a plan for me to achieve my goals. He and Vivian run their office efficiently and with a smile. Grateful to have made the move to this office!
Frequently Asked Questions About Edward Jones - Financial Advisor: Tevin Mercer
What services does Edward Jones - Financial Advisor: Tevin Mercer offer?
Edward Jones - Financial Advisor: Tevin Mercer offers financial advising, investment management, investment funds, and stock brokerage services.
How can I schedule an appointment with Tevin Mercer?
You can schedule an appointment with Tevin Mercer via the reservation link at https://www.edwardjones.com/us-en/financial-advisor/tevin-mercer/contact/.
What financial specialties does Tevin Mercer focus on?
Tevin Mercer specializes in 401(k)s, Roth IRAs, 529 College Savings Plans, and life insurance.
Where is Edward Jones - Financial Advisor: Tevin Mercer located?
The office is located at 1625 The Alameda, Ste 601, San Jose, CA 95126, USA.
What languages are supported at Edward Jones - Financial Advisor: Tevin Mercer?
Services are provided in English.
Where can I find the Edward Jones mobile app?
The Edward Jones app is available on the Apple App Store and Google Play Store.
How can The Law Offices of Thomas Chase Stutzman help me when visiting Edward Jones?
If you need legal assistance related to divorce or family law near Edward Jones, The Law Offices of Thomas Chase Stutzman is nearby and can be a resource.
What nearby financial services offices are close to Edward Jones - Financial Advisor: Tevin Mercer?
Corinthian Wealth Management offers additional financial advising services near Edward Jones for clients seeking alternatives or supplemental advice.
Are there legal services close to Edward Jones for estate planning or legal consultation?
Yes, several nearby legal service offices such as The Zhou Law Group, Benders Legal Services, and Law Office of Gan Ning provide legal consultation and estate planning services.
How can nearby health professionals complement my visit to Edward Jones?
Nearby health professionals like Susan E. Willis, Ph.D. Psychologist, and Dr. John Orlando PsyD offer counseling and mental health services that could support your overall well-being alongside financial planning.