Edward Jones - Financial Advisor: John M Lee, CFP®
Business details
- Category
- Financial Services · Financial consultant, Investment service
- Address
- 4966 El Camino Real Ste 125, Los Altos, CA 94022
- Phone
- (628) 313-4933
- Website
- edwardjones.com
- County
- Santa Clara County
Hours
- Monday: 9 AM–6 PM
- Tuesday: 9 AM–6 PM
- Wednesday: 9 AM–6 PM
- Thursday: 9 AM–6 PM
- Friday: 9 AM–6 PM
- Saturday: Closed
- Sunday: Closed
About
For financial guidance in Los Altos, Edward Jones - Financial Advisor: John M Lee, CFP® is here to help. We work with individuals and families across Los Altos and the Peninsula to build investment strategies around their goals, whether that means planning for retirement, saving for education or managing the assets they already have.
Our approach starts with listening, so we take the time to understand your priorities, your comfort with risk and the milestones that matter most to you. We offer personalized financial planning and investment services, and we aim to explain each step clearly so you can make decisions with confidence.
Our focus is on long-term relationships built on trust, with regular check-ins to keep your plan on track as your circumstances change.
Learn more and get in touch through our website.
Our approach starts with listening, so we take the time to understand your priorities, your comfort with risk and the milestones that matter most to you. We offer personalized financial planning and investment services, and we aim to explain each step clearly so you can make decisions with confidence.
Our focus is on long-term relationships built on trust, with regular check-ins to keep your plan on track as your circumstances change.
Learn more and get in touch through our website.