Edward Jones - Financial Advisor: Todd Bergstrom, CFP®|CPWA®|AAMS®
Business details
- Category
- Financial Services · Financial consultant, Investment service
- Address
- 21710 Stevens Creek Blvd #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
Edward Jones - Financial Advisor: Todd Bergstrom, CFP®|CPWA®|AAMS® brings personal financial planning and investment guidance to Cupertino and the surrounding Santa Clara County community. Our focus is helping individuals and families build a clear plan for their goals, whether that means saving, investing, or preparing for retirement.
We offer financial consulting and investment services tailored to each client's situation and time horizon. Our approach centers on listening first, so we can understand what matters most to you before recommending any next steps.
We take the time to explain each option in plain language, so you can make informed decisions with confidence. Clients across Cupertino and the South Bay rely on us for ongoing guidance as their needs change over time.
To schedule a conversation, book through our website.
We offer financial consulting and investment services tailored to each client's situation and time horizon. Our approach centers on listening first, so we can understand what matters most to you before recommending any next steps.
We take the time to explain each option in plain language, so you can make informed decisions with confidence. Clients across Cupertino and the South Bay rely on us for ongoing guidance as their needs change over time.
To schedule a conversation, book through our website.