Edward Jones - Financial Advisor: Swanellie Paulin, AAMS®|CRPC™
Business details
- Category
- Financial Services · Financial consultant, Investment service
- Address
- 1309 S Mary Ave #204, Sunnyvale, CA 94087
- Phone
- (408) 746-3800
- Website
- edwardjones.com
- County
- Santa Clara County
Hours
- Monday: 8:30 AM–5 PM
- Tuesday: 8:30 AM–5 PM
- Wednesday: 8:30 AM–5 PM
- Thursday: 8:30 AM–5 PM
- Friday: 8:30 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
Sunnyvale and Silicon Valley households turn to Edward Jones - Financial Advisor: Swanellie Paulin, AAMS®|CRPC™ for personal financial guidance and investment services that help clients plan with confidence. Our financial advisory practice serves individuals and families across Sunnyvale and Santa Clara County, focusing on investment services and long-term planning.
We work to understand each client's goals and build a clear strategy around them. Our approach is to explain the reasoning behind every recommendation so you always know where your money stands.
Whether you are just starting to invest or refining an established plan, we are here to offer steady, thoughtful support.
Book a consultation through our booking page to get started.
We work to understand each client's goals and build a clear strategy around them. Our approach is to explain the reasoning behind every recommendation so you always know where your money stands.
Whether you are just starting to invest or refining an established plan, we are here to offer steady, thoughtful support.
Book a consultation through our booking page to get started.