Our Recommended Financial Planners

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  • Edward Jones
     

    Rhonda Wentzel

    Manager

    Menlo Park, CA

    Telephone:(650) 325-2141

    Fax:(888) 675-7644

    Email:rhonda.wentzel@edwardjones.com

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    Edward Jones is a decades old investment advisor firm focusing on quality investments that have proven themselves over time. No amount of retirement, education or other fund is too small for them. Their success has been built on representing a broad range of individuals from all walks of life.

     
     
  • Northwestern Mutual
     

    Chris Andrews

    Financial Representative

    San Jose, CA

    Telephone:(650) 248-3189

    Office:(408) 535-5724

    Cell:(650) 248-3189

    Fax:(408) 535-5702

    Email:christopher.andrews@nmfn.com

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    Through my practice with Northwestern Mutual, I help my clients create financial security for themselves and their families. I work closely with my clients to identify future goals, analyze financial needs, recommend solutions, and implement strategies. I specialize in life insurance, disability insurance, long term care insurance, investments, and risk management, and I focus on fostering enduring client relationships for the long term.

     
     
 
 
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3.0 Bed 1 Bath, Menlo Park, CA
Price: $799,000
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