Edward Jones - Financial Advisor: Mike Phan

Hours: Financial advisor is phenomenal. Advisor is very professional, really knowledgeable and can explain a financial plan in a way that made sense. Advisor listens to needs and offers several suitable options that fit those needs. Advisor is wonderful, highly ethical, incredibly educational, and outperformed expectations. Advisor is flexible, provides in office, web conferences, and home meetings. Advisor is easy to get a hold of, gives valuable insight, and is great to bounce ideas on how to meet financial goals. Advisor is no nonsense, a consummate professional, listens well, and goes the extra mile to ensure you’re taken care of, adhering to fiduciary duty.

• 0.63 miles

  

  American Express Financial Services Financial Advising, Financial Consultant
• 1.92 miles

  

  Edward Jones - Financial Advisor: Reijer G Groenveld Financial Consultant, Investing
• 12.16 miles

  

  Edward Jones - Financial Advisor: Sharon T Amick, CRPC™ Financial Consultant, Investing

1. Tracy, California