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portrait of Joey Kurtz
FINANCIAL ADVISOR

Joey Kurtz

AAMS™
2730 S Val Vista Dr, Bldg 3 Suite 114, Gilbert, AZ 85295opens in a new window
Accepting New Clients
CallSend Me a Message

About Joey

After serving in the Army, I began my 17-year career in finance. I focus on helping clients with their financial needs such as…

How do I manage inflation?
When can I afford to retire?
How do I know if I have invested in the right way?
How do I minimize my tax liabilities?
How do I pay for my child's education?
How much money do I need to retire?
How can insurance help me?
How does social security work?
Etc…

These are the questions people tend to have, and this is why Edward Jones was created. Whatever your goals are, we can work together to develop...

Focus Areas

  • Military Professionals & Veterans
  • Retirement Income Strategies
  • Insurance & Annuities
  • Business Retirement Plans
  • New Investors
  • Estate & Legacy Strategies

Work History

  • Edward JonesJuly 2022 to Current
  • Freedom Mortgage CorporationNovember 2016 to July 2022

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Upcoming Events

  • MAR27

    March 27 06:00PM 06:30PM

    The Markets Today seminar - Virtual

    The Markets Today seminar

    Learn More

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 06:00PM
Tue 09:00AM - 06:00PM
Wed 09:00AM - 06:00PM
Thu 09:00AM - 06:00PM
Fri 09:00AM - 06:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(480) 855-7426

Fax

(877) 462-1992

Office Address

2730 S Val Vista Dr
Bldg 3 Suite 114
Gilbert, AZ 85295opens in a new window

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