Edward Jones - Financial Advisor: Andrea N Michaels, CEPA®|AAMS®|CRPC™
5.016 reviews
Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Andrea N Michaels, CEPA®|AAMS®|CRPC™
1606 148th Ave SE, Bellevue, WA
98007, United States
Hours
Reviews
5.0
16 reviews
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16
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- JTJanell TurnerOct 25, 20245.0I’ve had the pleasure of working with Andrea for the past two years and genuinely feel great about the plan we’ve developed together! I always look forward to our annual meetings to review progress and adjust as needed. Her retirement planning support has been particularly helpful, giving me clear, easy-to-understand insights into my financial future. The software she uses to model various financial scenarios through illustrative graphs and charts is a big plus. One of the things I most appreciate is her attentiveness to my pace and her ability to adapt her approach to fit my specific needs. As a woman, it’s also been empowering to work with a female advisor who truly understands the unique financial goals and challenges women face. She’s boosted my confidence immensely, making me feel secure and in control of my financial future and the legacy I’d like to leave my children and loved ones. I highly recommend Andrea to anyone seeking a thoughtful, knowledgeable, and supportive financial partner!
- HNHerb NesbittJun 12, 20245.0You can trust Andrea with your money.
- TCTakeaki ChijiiwaJun 1, 20245.0Working with Andrea and her team (Marja & Caroline) at Edward Jones has been a game-changer for our family. She's not just an expert at financial planning; she balances her fiduciary responsibilities with genuine empathy. Life can be unpredictable, and Andrea has always been there to guide us through the financial ups and downs with understanding and expertise. We finally feel confident and in control of our financial goals, and that's a huge weight off our shoulders. We highly recommend Andrea for anyone seeking a financial advisor who is both knowledgeable and incredibly understanding.
- JGJohn GirgisMay 10, 20245.0Andrea had very pleasant to work with. She listened to our needs and has a great asset.
Frequently Asked Questions About Edward Jones - Financial Advisor: Andrea N Michaels, CEPA®|AAMS®|CRPC™
What financial services does Edward Jones - Financial Advisor: Andrea N Michaels offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Andrea N Michaels located?
The office is located at 1606 148th Ave SE, Ste 100, Bellevue, WA 98007, USA.
What are the business hours for the Edward Jones office in Bellevue?
Open Monday to Thursday from 8:00 AM to 5:00 PM, Friday from 8:00 AM to 4:00 PM, and closed on Saturdays and Sundays.
How can I contact Andrea N Michaels at Edward Jones?
You can call +1 425-643-2049 or email andrea.michaels@edwardjones.com to reach the office.
Can I book an appointment online with Andrea N Michaels at Edward Jones?
Yes, appointments can be scheduled via their online contact page: https://www.edwardjones.com/us-en/financial-advisor/andrea-michaels/contact/.
What languages are spoken at Edward Jones - Financial Advisor: Andrea N Michaels?
English is the language spoken at this office.
Does Edward Jones offer any online tools for retirement planning?
Yes, Edward Jones offers a retirement savings calculator available online to help clients prepare for their retirement.
What nearby insurance agencies can I visit around Edward Jones in Bellevue?
Nearby insurance agencies include Nationwide Mutual Insurance Company and Bordelon Insurance, which could be useful for coordinating your financial and insurance plans.
Are there any notable parks near Edward Jones where I can relax after my financial consultation?
Spiritwood Park and North Robinswood Sports are nearby parks where you can enjoy outdoor activities after your visit.
What cultural or entertainment venues are near Edward Jones in Bellevue?
The American Asian Performing Arts Theatre and Bellevue Center are nearby venues where you can enjoy performances and shopping before or after your appointment.