Edward Jones - Financial Advisor: Michael Lee, CFP®
Business details
- Category
- Financial Services · Financial consultant, Investment service
- Address
- 901 Campisi Way Ste 300, Campbell, CA 95008
- Phone
- (669) 279-1475
- Website
- edwardjones.com
- County
- Santa Clara County
About
Campbell and the South Bay families turn to Edward Jones - Financial Advisor: Michael Lee, CFP® for personal financial guidance and investment services that help you plan with confidence. We are a financial advisory practice serving clients in Campbell and across Santa Clara County, helping individuals and families with investment planning and financial strategy.
Our work centers on investment services, from building and reviewing a portfolio to working through the decisions that matter most to you. We take the time to understand your goals so the plan we build reflects where you are and where you want to go.
Clients tell us they value clear, patient explanations that leave them feeling informed rather than overwhelmed. Our aim is to be a steady, trustworthy partner for your long-term financial well-being.
To discuss your situation, you can schedule a conversation through our booking page.
Our work centers on investment services, from building and reviewing a portfolio to working through the decisions that matter most to you. We take the time to understand your goals so the plan we build reflects where you are and where you want to go.
Clients tell us they value clear, patient explanations that leave them feeling informed rather than overwhelmed. Our aim is to be a steady, trustworthy partner for your long-term financial well-being.
To discuss your situation, you can schedule a conversation through our booking page.