Edward Jones - Financial Advisor: Mandy Andrei, CFP®|AAMS™ - Mountain View, California

Okay, here’s a comprehensive overview of Edward Jones Financial Advisor, Mandy Andrei, CFP®|AAMS™, designed to be a helpful resource for prospective clients, formatted as requested:

Introduction to Mandy Andrei, CFP®|AAMS™

Edward Jones is a nationally recognized firm dedicated to providing personalized financial guidance. Mandy Andrei serves as a Financial Advisor in Mountain View, California, and she is a highly regarded member of their team. She holds the designations of Certified Financial Planner™ (CFP®) and Accredited Asset Management Specialist™ (AAMS™), demonstrating a commitment to professional standards and expertise. Mandy focuses on building long-term relationships with her clients, understanding their individual circumstances and goals to craft tailored investment services.

Location and Contact Information

Mandy Andrei’s office is conveniently located at 1045 W El Camino Real Suite C, Mountain View, CA 94040. Clients can easily reach her by phone at 650-321-8586. You can also explore her profile and learn more about her services on the Edward Jones website: edwardjones.com. It’s recommended to schedule an appointment to discuss your financial needs, ensuring Mandy has the time to dedicate to your specific situation.

Specialties and Expertise

Mandy Andrei specializes in a broad range of financial services, including:

• Financial Consultant: Providing comprehensive advice on various financial matters.
• Finance Broker: Assisting clients with navigating complex financial transactions.
• Investment Service: Helping clients build and manage portfolios aligned with their risk tolerance and goals.
• Stock Broker: Offering investment options in stocks and other securities.

Beyond these core areas, Mandy’s approach centers on a holistic view of a client’s financial life. She helps individuals and families with retirement planning, education savings (college savings accounts), estate planning considerations, and business-related financial strategies. The firm’s commitment to a conservative and client-focused approach is a key differentiator.

Points of Interest & Accessibility

Edward Jones takes pride in providing a comfortable and accessible environment. The location features wheelchair accessible parking lot and wheelchair accessible restroom. General accessibility is ensured, and restroom facilities are available. Appointments are strongly recommended to optimize the time spent with Mandy and ensure a thorough discussion of your financial objectives.

Client Feedback & Reputation

Edward Jones consistently receives positive feedback from its clients. Currently, the firm boasts 4 reviews on Google My Business, with an impressive average opinion of 5/5. This high rating suggests a strong emphasis on client satisfaction, personalized service, and knowledgeable advisors like Mandy Andrei. It’s evident that clients appreciate her preparedness, thoughtful approach, and the sense of security she provides in navigating the complexities of financial planning. Her ability to offer a long-term perspective and maintain a calm demeanor during market fluctuations appears to be particularly valued by her clients.

Overall, Mandy Andrei presents a solid and trustworthy option for individuals seeking a dedicated financial advisor within the Edward Jones framework. Her credentials, location, and commitment to client relationships make her a worthwhile consideration for those seeking sound financial guidance.

👍 Reviews of Edward Jones - Financial Advisor: Mandy Andrei, CFP®|AAMS™

Michael N. (. A. B.

5/5

I've been working with Mandy for years now. I have college savings accounts with her for my 2 kids and a business-related IRA. She's been great to work with all along. She's always very well prepared for every appointment and incredibly thoughtful about how she walks you through the decisions you need to make. Her knowledge is deep and she has a calming demeanor that puts you at ease regardless of what's happening with the markets. Her long-range view is appreciated and keeps me in perspective. I always feel as if I'm in very good hands with Mandy.

C C.

5/5

I’ve known Mandy since before she became a certified financial planner. I witnessed how hard she worked to get her licenses and her CFP designation. She put great passion and dedication in building the strong practice that she has now. Her perseverance, honesty and caring personality were enough reasons for me to want to become her client. I actually truly appreciated that she never pushed me to transfer my accounts with her. She always helped me stay on top of my financial affairs, even before I became her client. She loves her work and her clients and it shows. I am grateful for her.

Kelly M.

5/5

Mandy is just amazing. I feel totally comfortable asking her any question. She is very knowledgable and always clearly explains my options, etc. She is wonderful at fully understanding my goals (financial and otherwise) and coming up with a plan that works. She does not do a high pressure sell like other financial people I have dealt with - a very nice change. I highly recommend her.

Terry B.

5/5

She is amazing.