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8100 Penn Avenue South
Suite 175
Bloomington, MN 55431

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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 provides investment and income tax advice for 300 clients. His business focuses on pre and post retirement planning, income tax strategies and tax preparation.

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