Edward Jones - Sirinee Tippakorn, CFP®


About

Financial Strategies • One-On-One Advice • Invested in the Community Focus Areas: -Investors Saving for Retirement -Retirees -College Savers -Individuals with Insurance Needs -Individuals with Estate Needs Certifications: -CFP® -AAMS® If you think Edward Jones is like every other large investment firm, think again. We are a leader in the financial-services industry, but we take a personal approach to business, an approach that starts with a face-to-face meeting between a financial advisor and you. We believe that building long-term relationships with our nearly 7 million clients is key to serving their needs. Whether it's in the United States or Canada, we're located in the communities where you live and work because that's the best way to get to know you and to help you reach your financial goals. Visit our website for more information about our unique way of doing business, our involvement in the communities we serve and much more. How We Work Together As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals. Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service. But we're not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals. Don’t Give Us The Silent Treatment… Please Let Us Know You Found Us At GayPinkSpots.com Gay & Lesbian (LGBT) Friendly Financial Advisor

Contact

1281 Fifth Avenue
Suite B
Belmont, California 94002
USA

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Fax: 866-444-7087

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Hours

Mon-Fri 9:00 am - 6:00 pm

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Contact

650-802-8504


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