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Making Sense of Investing
- General Info
- Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
- Email Business
- Services/Products
- Stocks & Bonds, Investment Managers, Advisors.
- Brands
- Burlingame Financial Advisor, Funds Investment, Investment Management, Stock & Bond Broker
- Neighborhood
- Downtown Burlingame
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- Categories
- Investments, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Financing Consultants, Investment Advisory Service, Investment Management, Investment Securities, Mutual Funds, Pension & Profit Sharing Plans, Retirement Planning Services, Stock & Bond Brokers, Stock & Bond Transfer Agents
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Reviews
04/03/2013
I have recently transferred 529 accounts to Mandy. I'm very impressed with how much attention she has paid to my accounts to make sure they are positioned well for the future. She immediately made wise recommendations to me that made sense. I only wish my former planner took as much interest in these accounts and my business as Mandy does. I'm glad I found her.
12/20/2012
Mandy is an advisor that truly cares about her clients. She is very well informed about companies, stocks, insurance options and annuities, and is very capable of working with you to find the correct combination of investments that will set you up well for retirement..
I would highly reccomend her to anyone that is looking to get information about investing or retirement, even if they have a financial advisor already.
Details
Phone: (650) 343-0700
Address: 1201 Howard Ave, Burlingame, CA 94010
Website: http://www.edwardjones.com
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