Edward Jones - Financial Advisor: Bert Mills, CFP®|AAMS™
About the Business
Edward Jones - Financial Advisor: Bert Mills, CFP®|AAMS™ is a reputable financial institution located at 21188 East Ocotillo Road in Queen Creek, Arizona, United States. Specializing in finance, Bert Mills is a Certified Financial Planner and Accredited Asset Management Specialist who provides expert advice and personalized financial solutions to help clients achieve their financial goals. With a commitment to integrity and excellence, Edward Jones - Financial Advisor: Bert Mills, CFP®|AAMS™ is dedicated to helping individuals and families secure their financial future.
Photos
Location & Phone number
21188 E Ocotillo Rd Ste 103, Queen Creek, AZ 85142, United States
Hours open
Monday:
9:00 AM - 4:00 PM
Tuesday:
9:00 AM - 4:00 PM
Wednesday:
9:00 AM - 4:00 PM
Thursday:
9:00 AM - 4:00 PM
Friday:
Closed
Saturday:
Closed
Sunday:
Closed
Reviews
"I 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 never makes me feels like my questions aren’t 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!"
"Bert is extremely knowledgeable and is a great communicator. He really seems to care about his clients, and takes a lot of pride in helping people. He is reliable, and talks in plain english. Highly recommended."
"Looking 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!"
"Bert 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"
"Bert 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!"
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