Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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Reviews

M
michaelneuendorff

04/03/2013

Provided by YP.com

I have recently transferred 529 accounts to Mandy. I'm very impressed with how much attention she has paid to my accounts to make sure they are positioned well for the future. She immediately made wise recommendations to me that made sense. I only wish my former planner took as much interest in these accounts and my business as Mandy does. I'm glad I found her.

J
johnlyle

12/20/2012

Provided by YP.com
Mandy is an advisor that truly...

Mandy is an advisor that truly cares about her clients. She is very well informed about companies, stocks, insurance options and annuities, and is very capable of working with you to find the correct combination of investments that will set you up well for retirement..



I would highly reccomend her to anyone that is looking to get information about investing or retirement, even if they have a financial advisor already.

More Business Info

Making Sense of Investing

Hours
Regular Hours
Mon - Fri:
Services/Products
  • Stocks & Bonds, Investment Managers, Advisors
Brands
Burlingame Financial Advisor, Funds Investment, Investment Management, Stock & Bond Broker
Neighborhood
Downtown Burlingame
Categories
Investments, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Financing Consultants, Investment Advisory Service, Investment Management, Investment Securities, Mutual Funds, Pension & Profit Sharing Plans, Retirement Planning Services, Stock & Bond Brokers, Stock & Bond Transfer Agents
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