Andrew Spivey

Campbell, Estados Unidos

5

Abierto ahora

3 opiniones

Contacto

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Teléfono:
+1 408-963-2882
Dirección:
1999 S Bascom Ave Ste 400, Campbell, CA, 95008
Paradas y estaciones de transporte público cercanas:
710 mHamilton
750 mCampbell
1.4 kmBascom
Categorías:
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Mapa

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Hoy

Hoy 09:00 – 17:00
Abierto ahora
Horario local (Campbell) 16:36 sábado, 14 de junio de 2025

Horario de apertura

lunes 07:00 – 18:00
martes 07:00 – 18:00
miércoles 07:00 – 18:00
jueves 07:00 – 18:00
viernes 07:00 – 18:00
sábado 09:00 – 17:00
domingo 07:00 – 12:00

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3 opiniones sobre Andrew Spivey

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Tu valoración: 5
Walnut Creek, CA
Andrew has impeccable work ethic and efficiency. Through his research methods and market analysis, Andrew creates tailored, comprehensive financial plans for each of his clients. He is extremely passionate about his work and it shows in the relationships that he builds with his clients. I have worked with Andrew as a business partner, but I am also a client. In working through the complex concepts of financial planning, Andrew put me at ease by explaining each step with detail thoroughly. I trust his recommendations implicitly. I recommend Andrew for any of my clients who are seeking financial planning assistance.
Tu valoración: 5
Palm Springs, CA
I have worked with Andrew for the last 2 years, he has helped me gain a detailed understanding of insurance, equities and other more obscure financial instruments. I am the kind of person who likes to have a thorough understanding of something before I jump in with my own money, and Andrew did an excellent job of taking the time to educate me. The time and care he puts into his work are inspiring and really make me feel comfortable having him invest my money. Really I could not say enough good things about him.
He manages my IRA and I set up an Indexed Universal Life Insurance policy with him.
Tu valoración: 5
Campbell, CA
It’s really hard to have someone else manage your money so when my husband and I interviewed different Financial Advisors, it was a difficult choice. We met with Andrew on several occasions before we committed and we are so happy we chose him. Andrew is very meticulous with everything he does and truly cares about taking care of us in our retirement. I know there are many advisors out there, I suggest you do your homework and work with someone that you believe will work for YOU because it’s your money. Have a good relationship is key, with most everything in life, and especially with your finances.