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: Courtney L Mertz
166 S Third St, Rogers City, MI
49779, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Courtney L Mertz
Where is Edward Jones - Financial Advisor: Courtney L Mertz located?
The office is located at 166 S Third St, Rogers City, MI 49779, United States.
How can I contact Edward Jones - Financial Advisor: Courtney L Mertz?
You can reach them by phone at +1 989-659-5740 or +1 989-734-7828, or email courtney.mertz@edwardjones.com.
What services does Courtney L Mertz offer at Edward Jones?
Services include financial advising, investment management, investment funds, and stock brokerage.
What specialities does Edward Jones - Courtney L Mertz focus on?
Specialities include 401(k) rollovers, Roth IRA, 529 college savings plan, life insurance, SEP IRAs, and traditional IRAs.
Is it possible to schedule an appointment with Courtney L Mertz online?
Yes, you can schedule an appointment through their contact page: https://www.edwardjones.com/us-en/financial-advisor/courtney-mertz/contact/
Does Edward Jones - Courtney L Mertz offer any mobile apps for clients?
Yes, clients can use the Edward Jones app available for Android and iOS devices.
Which competitors of Edward Jones - Courtney L Mertz are present in the financial advisory space?
Competitors include Merrill Lynch, Wells Fargo Advisors, Morgan Stanley, Ameriprise, and Schwab.
What nearby financial services are available around Edward Jones - Courtney L Mertz?
Nearby financial services include Edward Jones advisors Brent J Osterhout and Bill Dempsey, Rye Agency, Inc., Jason Barbeau Agency-Farm Bureau Insurance, and Thunder Bay Accounting.
Are there any good coffee shops near Edward Jones - Courtney L Mertz where I could grab a drink before a meeting?
Yes, nearby coffee shops include MI Northern Espresso, Cook's Coffee Nook, and The Painted Lady, all perfect for a coffee prior to your appointment.
What other local amenities are near Edward Jones - Courtney L Mertz that I could visit?
Nearby amenities include Rogers City Home Furnishings for shopping, Rygwelski's Main Street Deli for lunch, and Westminster Presbyterian Church for community events.