Edward Jones - Financial Advisor: Erin Sinclair, CFP®
Business details
- Category
- Financial Services · Financial consultant, Investment service
- Address
- 411 Borel Ave Suite 505, San Mateo, CA 94402
- Phone
- (650) 343-0700
- Website
- edwardjones.com
- County
- San Mateo County
Hours
- Monday: 8 AM–4:30 PM
- Tuesday: 8 AM–4:30 PM
- Wednesday: 8 AM–4:30 PM
- Thursday: 8 AM–4:30 PM
- Friday: 8 AM–4:30 PM
- Saturday: Closed
- Sunday: Closed
About
Edward Jones - Financial Advisor: Erin Sinclair, CFP® is a financial consultancy in San Mateo focused on helping individuals and families plan and invest with confidence. We offer investment services and stock brokerage, with personalized guidance on building and managing your financial future.
Our office serves families and individuals across San Mateo and the Peninsula, with a focus on understanding each client's goals before recommending a path forward. As a CFP® professional, our approach is grounded in comprehensive financial planning rather than one-size-fits-all solutions.
We take the time to explain our recommendations clearly so you can make informed decisions about your money.
To get started, book a consultation through our booking page.
Our office serves families and individuals across San Mateo and the Peninsula, with a focus on understanding each client's goals before recommending a path forward. As a CFP® professional, our approach is grounded in comprehensive financial planning rather than one-size-fits-all solutions.
We take the time to explain our recommendations clearly so you can make informed decisions about your money.
To get started, book a consultation through our booking page.