Edward Jones - Financial Advisor: Shane Jacksteit, CFP®|CEPA®|CAP®|AAMS®|CRPC™

★★★★☆3.7 (3) Financial Services Sunnyvale

Business details

Category
Financial Services · Financial consultant, Investment service
Address
438 S Murphy Ave Ste 201, Sunnyvale, CA 94086
Phone
(408) 732-9532
Website
edwardjones.com
County
Santa Clara 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–2 PM
  • Saturday: Closed
  • Sunday: Closed

About

Based in Sunnyvale, Edward Jones - Financial Advisor: Shane Jacksteit, CFP®|CEPA®|CAP®|AAMS®|CRPC™ offers financial planning and investment services for individuals and families across Sunnyvale and Santa Clara County. We focus on helping clients build a clear, long-term plan for their goals, whether that means saving, investing, or preparing for retirement.

Our clients tell us they value an advisor they can trust to put their interests first. We take the time to understand each person's situation and keep the guidance practical and easy to follow.

Book a conversation through our booking page to talk about where you are and where you want to go.