Mark Merner
Financial Advising
Why pick this one
Mark Merner specializes in estate and legacy strategies and is based in Huntersville, NC.
Best for
- retirement planning
- estate planning
Look elsewhere if
- low investment amounts under $250K
- short-term financial advice
Specialties
- Retirement Savings Strategies
- Estate & Legacy Strategies
- College Savings
- Business Retirement Plans
- Portfolio Reviews
- Wealth Strategies
Certifications
- MBA
- Serves
- Huntersville
Distilled from this business's own website.
Contact & Location
- Address
- 16610 Old Statesville Rd Ste A, Huntersville, NC 28078
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- mark.merner@edwardjones.com
Services
- financial advising