Edward Jones - Financial Advisor: Linh B Thai, CFP®
Business details
- Category
- Financial Services · Financial consultant, Investment service
- Address
- 750 Menlo Ave #350, Menlo Park, CA 94025
- Phone
- (650) 329-8803
- Website
- edwardjones.com
- County
- San Mateo 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
Looking for financial advice in Menlo Park? Edward Jones - Financial Advisor: Linh B Thai, CFP® offers personal investment and financial planning guidance for individuals and families.
We work with clients across Menlo Park and the Peninsula to build plans around their goals, whether that means saving for retirement, growing investments or planning for the future. As a Certified Financial Planner™ professional, we focus on understanding each client's situation before recommending a path forward.
Our approach is patient and clear, and we take the time to explain our recommendations in plain language so you can make confident decisions. We are happy to review your current finances and talk through what you want to achieve.
Book a consultation through our booking page.
We work with clients across Menlo Park and the Peninsula to build plans around their goals, whether that means saving for retirement, growing investments or planning for the future. As a Certified Financial Planner™ professional, we focus on understanding each client's situation before recommending a path forward.
Our approach is patient and clear, and we take the time to explain our recommendations in plain language so you can make confident decisions. We are happy to review your current finances and talk through what you want to achieve.
Book a consultation through our booking page.