Andrew Minker - Financial Advisor, Equitable Advisors

Business details

Category
Financial Services · Financial planner, Financial consultant, Investment service
Address
2542 S Bascom Ave Ste 135, Campbell, CA 95008
Phone
(408) 412-5467
Website
northerncaliforniahawaii.equitableadvisors.com
County
Santa Clara County

Hours

  • Monday: 9 AM–5 PM
  • Tuesday: 9 AM–5 PM
  • Wednesday: 9 AM–5 PM
  • Thursday: 9 AM–5 PM
  • Friday: 9 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

About

Whether you're planning for retirement or looking to grow your savings, Andrew Minker - Financial Advisor, Equitable Advisors offers financial planning and investment guidance tailored to you. We work with individuals and families in Campbell and across Santa Clara County to build a clear picture of where their money stands today and where they want it to go.

Our approach starts with listening, so we can understand your goals, your comfort with risk and the priorities that matter most to you. From there, we help you put together an investment strategy and financial plan that reflects your situation, and we revisit it as your life changes.

We aim to explain each step in plain language, so you always know the reasons behind our recommendations.

Learn more and get in touch through our website.