Edward Jones - Financial Advisor: Susan M Bergstrom
Business details
- Category
- Financial Services · Financial consultant, Investment service
- Address
- 21710 Stevens Creek Blvd Suite 135, Cupertino, CA 95014
- Phone
- (408) 973-0629
- Website
- edwardjones.com
- County
- Santa Clara County
Hours
- Monday: 8 AM–5 PM
- Tuesday: 8 AM–5 PM
- Wednesday: 8 AM–5 PM
- Thursday: 8 AM–5 PM
- Friday: 8 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
Based in Cupertino, Edward Jones - Financial Advisor: Susan M Bergstrom offers investment and financial consulting for individuals and families across Cupertino and Santa Clara County. We are a local advisory practice focused on helping clients build and manage their investment portfolios with a clear, long-term plan.
Our work centers on personal financial guidance, from planning for goals to choosing investments that fit each client's needs and comfort with risk. We take the time to listen closely, explain our recommendations in plain language, and stay in touch as your circumstances change.
Whether you are just getting started or refining an established plan, we welcome the chance to talk through your options.
Contact our office through our booking page to schedule a conversation.
Our work centers on personal financial guidance, from planning for goals to choosing investments that fit each client's needs and comfort with risk. We take the time to listen closely, explain our recommendations in plain language, and stay in touch as your circumstances change.
Whether you are just getting started or refining an established plan, we welcome the chance to talk through your options.
Contact our office through our booking page to schedule a conversation.