Edward Jones - Financial Advisor: Mandy Andrei, CFP®|AAMS®

5.0
4 reviews

About

Investment Service
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Location

Edward Jones - Financial Advisor: Mandy Andrei, CFP®|AAMS®
1045 W El Camino Real, Mountain View, CA
94040, United States

Hours

Reviews

5.0
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  • CC
    C Cuzman
    Jul 9, 2020
    5.0
    I’ve known Mandy since before she became a certified financial planner. I witnessed how hard she worked to get her licenses and her CFP designation. She put great passion and dedication in building the strong practice that she has now. Her perseverance, honesty and caring personality were enough reasons for me to want to become her client. I actually truly appreciated that she never pushed me to transfer my accounts with her. She always helped me stay on top of my financial affairs, even before I became her client. She loves her work and her clients and it shows. I am grateful for her.
  • MB
    Michael Neuendorff (Build and Balance)
    Aug 27, 2018
    5.0
    I've been working with Mandy for years now. I have college savings accounts with her for my 2 kids and a business-related IRA. She's been great to work with all along. She's always very well prepared for every appointment and incredibly thoughtful about how she walks you through the decisions you need to make. Her knowledge is deep and she has a calming demeanor that puts you at ease regardless of what's happening with the markets. Her long-range view is appreciated and keeps me in perspective. I always feel as if I'm in very good hands with Mandy.
  • TB
    Terry Blanchard
    May 11, 2017
    5.0
    She is amazing.
  • KM
    Kelly MillerBailey
    Nov 20, 2014
    5.0
    Mandy is just amazing. I feel totally comfortable asking her any question. She is very knowledgable and always clearly explains my options, etc. She is wonderful at fully understanding my goals (financial and otherwise) and coming up with a plan that works. She does not do a high pressure sell like other financial people I have dealt with - a very nice change. I highly recommend her.

Frequently Asked Questions About Edward Jones - Financial Advisor: Mandy Andrei, CFP®|AAMS®

What services does Edward Jones - Financial Advisor: Mandy Andrei, CFP®|AAMS® offer?

The firm offers personalized investment services including financial advising, investment management, and broker services for stocks and bonds tailored to individual needs and goals.

What are the office hours for Edward Jones - Financial Advisor: Mandy Andrei?

The office is open Monday through Friday from 9:00 AM to 4:00 PM and is closed on Saturdays and Sundays. Fridays are available by appointment only.