Edward Jones - Financial Advisor: Mark Merner
Why pick this one
They offer personalized financial strategies including retirement savings and are based in Huntersville, NC.
Best for
- individuals seeking retirement planning advice
- clients needing estate and legacy strategy consultations
Look elsewhere if
- clients looking for low-cost investment options
- investors needing real-time trading support
Specialties
- Retirement Savings Strategies
- Estate & Legacy Strategies
- College Savings
- Business Retirement Plans
- Portfolio Reviews
- Wealth Strategies
Certifications
- MBA
What makes them different
- Offers a complimentary introductory consultation
- Focuses on individual financial priorities through tools like the 'My Priorities' quiz
- Offers web conferencing for meetings
- Located in Huntersville, NC
- Serves
- Huntersville
Distilled from this business's own website.
Contact & Location
- Address
- 16610 Old Statesville Rd, Ste A, Huntersville, NC 28078
- Phone
- 7049480422
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- mark.merner@edwardjones.com
Services
- Financial Advisory