I have recently transferred 529 accounts to Mandy. I'm very impressed with how much attention she has paid to my accounts to make sure they are positioned well for the future. She immediately made wise recommendations to me that made sense. I only wish my former planner took as much interest in these accounts and my business as Mandy does. I'm glad I found her.Was this review helpful?Yes No|Flag Abuse
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Mandy is an advisor that truly cares about her clients. She is very well informed about companies, stocks, insurance options and annuities, and is very capable of working with you to find the correct combination of investments that will set you up well for retirement.. I would highly reccomend her to anyone that is looking to get information about investing or retirement, even if they have a financial advisor alr... view moreWas this review helpful?Yes No|Flag Abuse
When looking for a financial planner, you must choose one who is going to look out for your best interest and has knowledge and understanding of finance and investments. In addition, you want to have a financial planner who is sincere and has integrity. I have found that Mandy Andrei has all of these qualities. I chose her to help me during my retirement years. Lelana Crayne, retired teacherWas this review helpful?Yes No|Flag Abuse