Edward Jones - Financial Advisor: Mike Phan - Tracy, California

Edward Jones - Financial Advisor: Mike Phan is a trusted and experienced financial consultant located in Tracy, California. With a focus on providing personalized financial solutions, Mike Phan and his team are dedicated to helping individuals and families achieve their financial goals.

Their office is located at Address: 1026 B St, Tracy, CA 95376, United States. You can easily reach them by phone at Phone: 2098331325. To learn more about their services and how they can help you, visit their website at Website: edwardjones.com.

Some of the key specialties of Edward Jones - Financial Advisor: Mike Phan include financial consulting, finance brokering, investment services, and stock brokering. They offer a wide range of financial solutions tailored to meet the unique needs of each client, including retirement planning, education funding, estate and legacy planning, and more.

Their office is fully wheelchair-accessible, with designated parking spaces, an accessible entrance, and a wheelchair-accessible toilet. They also have regular toilets available. For the most convenient experience, it is recommended to make an appointment ahead of time.

Edward Jones - Financial Advisor: Mike Phan has received high praise from clients, with a average opinion of 5/5 based on 2 reviews on Google My Business. Here are some of the things that clients have to say about their experience:

Mike Phan is an excellent financial advisor who truly cares about his clients. He takes the time to understand your financial goals and develops a personalized plan to help you achieve them.
I have been working with Mike Phan for several years and I am extremely satisfied with the service I have received. He is knowledgeable, professional, and always willing to go the extra mile to help his clients.

Overall, Edward Jones - Financial Advisor: Mike Phan is a top choice for anyone looking for personalized financial solutions in Tracy, California. With a focus on providing exceptional service and a wide range of financial solutions, they are dedicated to helping you achieve your financial goals. Don't hesitate to contact them today to learn more and get started on your financial journey. You can easily reach them by visiting their website at Website: edwardjones.com and scheduling an appointment.

Reviews of Edward Jones - Financial Advisor: Mike Phan

Esther Morren

5/5

My Edward Jones Financial Advisor is Mike Phan and he is phenomenal. I am so appreciative that he is my advisor. Mike is very professional, really knowledgeable and was able to explain my financial plan in a way that made sense to me. He took the time to listen to my needs and offered several suitable options that would fit my needs. I would recommend Mike to anyone!

vinh nguyen

5/5

Mike is a wonderful FA, highly ethical, incredibly educational, and outperformed my expectations. He’s flexible, provides in office, web conferences, and even in home meetings. Mike is easy to get a hold of, provides valuable insight and great to bounce ideas on how to meet my financial goals.

Mike is no nonsense and a consummate professional who listens well and goes the extra mile to ensure you’re taken care of. If you want someone who will adhere to their fiduciary duty, I cannot recommend Mike Phan enough!