Edward Jones - Financial Advisor: Bert Mills, CFP®|AAMS®

Services Offered

• retirement planning
• education savings strategies
• investment management

About

Bert Mills is a Certified Financial Planner (CFP®) and financial advisor based in Mesa, Arizona. He provides personalized financial planning and investment guidance to clients in the local area. His services include retirement planning, education savings strategies, and tax-smart investing. Bert focuses on building long-term wealth for individuals and families through face-to-face consultations.

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