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Edward Jones - Financial Advisor: Mike Herlevi
Aptos, Santa Cruz

Financing specialist
 : 
Edward Jones - Financial Advisor: Mike Herlevi

Aptos, Santa Cruz

Prices

Contact this professional to discuss your project details and price.
About Edward Jones - Financial Advisor: Mike Herlevi
Professional experience
Mike Herlevi - Financial Advisor Welcome to the presentation of Mike Herlevi, a dedicated financial advisor at Edward Jones. With years of experience and a passion for helping individuals and families achieve their financial goals, Mike has established himself as a trusted professional in the San Francisco Bay Area. Area of Expertise: As a Financial Advisor at Edward Jones, Mike specializes in retirement strategies, serving veterans and families in Aptos and surrounding communities. He understands the unique needs and challenges that individuals face when planning for their future, and diligently works to develop personalized strategies to help them reach their financial goals. Commitment to Clients: Mike believes in investing his time to truly understand his clients' financial aspirations. By taking the time to listen and learn about his clients' specific needs, he can design tailored financial plans that align with their objectives. With a deep commitment to providing exceptional service, Mike strives to build long-lasting relationships with his clients while helping them navigate their financial journey. Industry Recognition: Mike's dedication to his clients has earned him recognition as a top financial advisor in the industry. His expertise and professionalism have allowed him to stand out among his peers, solidifying his reputation as a trusted advisor in the field. His clientele includes veterans, individuals, and families who value his advice and guidance in achieving their financial goals. Partnership with Edward Jones: As a financial advisor at Edward Jones, Mike has the support of a reputable and well-established firm. Edward Jones has been serving clients for over a century, providing comprehensive financial services and a strong commitment to personalized client care. With a wide range of investment options and innovative tools, Edward Jones enables Mike to offer tailored solutions that align with his clients' financial objectives. Connect with Mike Herlevi: To learn more about Mike and his services, you can connect with him on LinkedIn, where you can view his profile and mutual connections. Clients and industry professionals have left positive reviews on platforms like Yelp, praising Mike's expertise, dedication, and communication skills. In conclusion, Mike Herlevi is a highly knowledgeable and experienced financial advisor at Edward Jones, dedicated to helping clients in Aptos and surrounding communities achieve their financial goals. With a focus on retirement strategies and a commitment to personalized service, Mike is a trusted professional who can guide you on your financial journey. Connect with him today to take the first step towards a secure and prosperous future.

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Location

Aptos, Santa Cruz (95003)

Important to know

  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
  • English
SpeaksEnglish
Business hours
  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
Speaks
  • English
SpeaksEnglish
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