Edward Jones - Financial Advisor: Andrea N Michaels, CEPA®|AAMS®|CRPC™

5.0
16 reviews

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
5 stars
16
4 stars
0
3 stars
0
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0
1 star
0
  • JT
    Janell Turner
    Oct 25, 2024
    5.0
    I’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!
  • HN
    Herb Nesbitt
    Jun 12, 2024
    5.0
    You can trust Andrea with your money.
  • TC
    Takeaki Chijiiwa
    Jun 1, 2024
    5.0
    Working 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.
  • JG
    John Girgis
    May 10, 2024
    5.0
    Andrea 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.