Edward Jones - Financial Advisor: Mike Phan 1026 B Street, Tracy, CA 95376
About the Business
Edward Jones - Financial Advisor: Mike Phan is a trusted finance institution located at 1026 B Street in Tracy, California, United States. With a focus on personalized financial planning and investment strategies, Mike Phan and his team strive to help clients achieve their financial goals and secure their future. Whether you are looking to build wealth, plan for retirement, or save for education, Edward Jones is dedicated to providing expert guidance and exceptional service. Contact Mike Phan today to start building a strong financial foundation for tomorrow.
Photos
Hours open
Monday:
08:00 - 16:00
Tuesday:
08:00 - 16:00
Wednesday:
08:00 - 16:00
Thursday:
08:00 - 16:00
Friday:
08:00 - 16:00
Saturday:
Closed
Sunday:
Closed
Reviews
"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!"
"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!"
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