Edward Jones - Financial Advisor: Mandy Andrei, CFP®|AAMS®

★★★★★5.0 (4) Financial Services Mountain View

Business details

Category
Financial Services · Financial consultant, Investment service
Address
1045 W El Camino Real Ste C, Mountain View, CA 94040
Phone
(650) 321-8586
Website
edwardjones.com
County
Santa Clara County

Hours

  • Monday: 9 AM–4 PM
  • Tuesday: 9 AM–4 PM
  • Wednesday: 9 AM–4 PM
  • Thursday: 9 AM–4 PM
  • Friday: 9 AM–4 PM
  • Saturday: Closed
  • Sunday: Closed

About

Edward Jones - Financial Advisor: Mandy Andrei, CFP®|AAMS® is a financial advisory practice in Mountain View focused on helping individuals and families plan for their long-term goals. We work with clients across Mountain View and the Peninsula, helping them build a plan around their financial goals, both practical and personal.

Our services include investment guidance, college savings accounts, and retirement-focused IRAs, including accounts for business owners. We take the time to fully understand what matters most to each client, then explain their options clearly so every decision feels informed and unhurried.

Our calm, patient approach keeps clients grounded regardless of market conditions, and we keep the bigger picture in view. We never push a transfer of accounts; our focus is on earning trust and staying a steady presence in our clients' financial lives.

Book through our booking page to schedule a conversation.