Broker Check

8100 Penn Avenue South
Suite 175
Bloomington, MN 55431

Jim Mertz

(952) 831-5660

 

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Jim is the owner of Mertz Wealth Strategies, Inc. and has been in the business for 36 years. He provides top service to over 270 investment clients and prepares more than 600 income tax returns each year. His business focuses on estate...

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Jon Jandro

Wealth Advisor

952-831-5660

952-835-8555

Jon joined Mertz Wealth Strategies as a Wealth Advisor in March of 2020. Jon brings 10 years of investment industry experience to the team and is constantly looking for ways to improve the experience of our clients. Jon focuses on...

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