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

Okay, here’s a detailed overview of Edward Jones Financial Advisor, Mandy Andrei, CFP®|AAMS™, formatted as requested, aiming for a formal, helpful, and slightly elevated tone:

Introduction to Mandy Andrei, CFP®|AAMS™

For individuals and families seeking comprehensive financial guidance, Edward Jones presents Mandy Andrei, CFP®|AAMS™, as a dedicated and experienced financial advisor. Ms. Andrei operates out of the Mountain View, California office located at 1045 W El Camino Real Suite C, CA 94040. She offers a personalized approach to wealth management, prioritizing long-term financial security and stability. Her commitment extends beyond mere investment advice; she focuses on understanding a client’s complete financial picture and crafting tailored solutions.

Expertise and Services

Mandy Andrei specializes in a broad range of financial services, including acting as a financial consultant, finance broker, investment service provider, and stock broker. She assists clients with various aspects of their finances, such as:

• Retirement Planning
• College Savings (529 Plans)
• Investment Management
• Estate Planning
• Business Retirement Plans (IRAs)

Her credentials – Certified Financial Planner (CFP®) and Accredited Asset Management Specialist (AAMS™) – demonstrate a rigorous commitment to ethical practices and ongoing professional development. This signifies a dedication to delivering sound, objective advice based on the client's specific needs and goals.

Location and Accessibility

The Mountain View office is strategically situated to serve clients throughout the region. It’s easily accessible, featuring a wheelchair accessible parking lot and wheelchair accessible restroom. The office also provides standard restroom facilities. It's highly recommended to schedule an appointment in advance to ensure Ms. Andrei can dedicate her full attention to your financial concerns.

Client Feedback & Reputation

Edward Jones consistently receives positive feedback regarding its advisors and the overall client experience. The company maintains four reviews on Google My Business, consistently garnering an average rating of 5/5. This suggests a strong emphasis on client satisfaction, demonstrating a dedication to building long-term relationships based on trust and transparency. Clients frequently comment on the advisor’s preparedness, thoughtful approach, and calming demeanor – particularly during periods of market volatility. Many appreciate her ability to offer a wider, long-range view of their finances, helping them maintain perspective and avoid impulsive decisions.

Contact Information

To learn more about Mandy Andrei’s services or schedule a consultation, we recommend visiting her profile on the Edward Jones website: edwardjones.com. Alternatively, you can reach her directly at 650-321-8586.

Final Recommendation

For individuals seeking a trustworthy and knowledgeable financial advisor who prioritizes personalized service and a comprehensive approach to wealth management, Mandy Andrei at Edward Jones represents an excellent choice. We encourage prospective clients to explore her profile on the Edward Jones website and schedule an appointment to discuss their specific financial aspirations. Her commitment to building lasting relationships and providing sound guidance makes her a valuable resource for achieving long-term financial success.

👍 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.