Edward Jones - Financial Advisor: John M Lee, CFP

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

State Farm Insurance in Sunnyvale, CA, is led by agent Mike Klein, who brings over 30 years of experience in the insurance industry. With a commitment to helping families create personalized insurance plans, the agency also serves policyholders in Colorado, showcasing a dedication to both local and extended communities. Active in community initiatives, Mike is a past Chair of the Sunnyvale Chamber of Commerce and a past President of the Rotary Club of Sunnyvale. His goal is to assist small business owners in achieving their retirement goals while fostering strong relationships within the vibrant communities of Sunnyvale and Silicon Valley. Generated from the website