Business Details
About
Investment Service
Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.
Location
Edward Jones - Financial Advisor: Michael Lee, CFP®
901 Campisi Way, Campbell, CA
95008, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Michael Lee, CFP®
What services does Edward Jones - Financial Advisor: Michael Lee, CFP® offer?
They offer financial advising, investment management, investment funds, and stock brokerage services.
Where is Edward Jones - Financial Advisor: Michael Lee, CFP® located?
It is located at 901 Campisi Way, Suite 300, Campbell, CA 95008, USA.
How can I schedule an appointment with Michael Lee?
You can schedule an appointment via their contact page: https://www.edwardjones.com/us-en/financial-advisor/mike-lee/contact/
What specialties does Michael Lee focus on?
He specializes in 401(k) rollovers, Roth IRA, 529 College Savings Plan, life insurance, SEP IRAs, and traditional IRAs.
Is Edward Jones - Financial Advisor: Michael Lee, CFP® currently open?
Yes, the business is currently open.
What languages are spoken at this Edward Jones office?
English is the primary language spoken here.
How can I contact Edward Jones - Financial Advisor: Michael Lee by phone or email?
You can call +1 408-871-2340 or email mike.lee@edwardjones.com.
Are there other financial service providers near Edward Jones - Financial Advisor: Michael Lee?
Yes, nearby financial services include Edward Jones - Financial Advisor: Wesley J Miller, AMBAR Financial Group, Peninsula Mortgage Group, and Edward Jones - Financial Advisor: Jeff Migneault.
Which nearby health care services might be useful for clients visiting Edward Jones?
Nearby home health care and personal care services include Kindred at Home, Interim HealthCare of San Jose, Gentiva Personal Care, and Right at Home.
What nearby places can clients visit before or after their financial advising appointment?
Clients might visit local counseling services like Marina Benkhina, MFT or enjoy assistance from TopNotch Maids Service nearby for home cleaning.