Business Details
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: Mike Phan
1026 B Street, Tracy, CA
95376, United States
Hours
Reviews
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- EMEsther MorrenApr 27, 20225.0My Edward Jones Financial Advisor is Mike Phan and he is phenomenal. I am so appreciative that he is my advisor. Mike is very professional, really knowledgeable and was able to explain my financial plan in a way that made sense to me. He took the time to listen to my needs and offered several suitable options that would fit my needs. I would recommend Mike to anyone!
- VNvinh nguyenApr 27, 20225.0Mike is a wonderful FA, highly ethical, incredibly educational, and outperformed my expectations. He’s flexible, provides in office, web conferences, and even in home meetings. Mike is easy to get a hold of, provides valuable insight and great to bounce ideas on how to meet my financial goals. Mike is no nonsense and a consummate professional who listens well and goes the extra mile to ensure you’re taken care of. If you want someone who will adhere to their fiduciary duty, I cannot recommend Mike Phan enough!
Frequently Asked Questions About Edward Jones - Financial Advisor: Mike Phan
What services does Edward Jones - Financial Advisor: Mike Phan offer?
Mike Phan provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to client needs.
What are the business hours for Edward Jones - Financial Advisor: Mike Phan?
The office is open Monday through Friday from 8:00 AM to 4:00 PM and is closed on Sundays. Saturdays are by appointment only.
Where is Edward Jones - Financial Advisor: Mike Phan located?
The office is located at 1026 B Street, Tracy, CA 95376, United States.
How can I contact Edward Jones - Financial Advisor: Mike Phan?
You can contact Mike Phan by phone at +1 858-270-5784 or via email at mike.phan@edwardjones.com.
Can I make an appointment or reservation online with Mike Phan's office?
Yes, appointments can be made through the online contact page at https://www.edwardjones.com/us-en/financial-advisor/mike-phan/contact/.
Does Edward Jones - Financial Advisor: Mike Phan support any mobile applications?
Yes, Edward Jones has mobile apps available for both Android and iOS devices to manage your investments and accounts.
What languages are supported at Edward Jones - Financial Advisor: Mike Phan?
Services are provided in English.
What nearby places can I visit around Edward Jones - Financial Advisor: Mike Phan for relaxation or refreshment?
Nearby, you can visit SweetArts bakery for delicious desserts, World Coffee House for coffee and snacks, or 6 Cocktails for bar and pub experience.
Are there other financial advisors near Edward Jones - Financial Advisor: Mike Phan in Tracy, CA?
Yes, nearby financial advisors include Shad Roundy and Edward Jones - Financial Advisor: Amber F Lynn, offering additional options for financial services in the area.
What healthcare services are available near Edward Jones - Financial Advisor: Mike Phan?
The Chinese Medicine Health Clinic is nearby, offering acupuncture and traditional Chinese medicine for holistic health care.