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May 2021 by C Cuzman
I’ve known Mandy since before she became a certified financial planner. I witnessed how hard she worked to get her licenses and her CFP designation. She put great passion and dedication in building the strong practice that she has now. Her perseverance, honesty and caring personality were enough reasons for me to want to become her client. I actually truly appreciated that she never pushed me to transfer my accounts with her. She always helped me stay on top of my financial affairs, even before I became her client. She loves her work and her clients and it shows. I am grateful for her.
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July 2020 by Luna H.
Mandy is fantastic! She was very attentive to my goals and helped me create a plan to save for my kid's college and my retirement
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July 2020 by Cristina E.
I've known Mandy since before she became a certified financial planner. I witnessed how hard she worked to get her licenses and her CFP designation. She put great passion and dedication in building the strong practice that she has now. Her perseverance, honesty and caring personality were enough reasons for me to want to become her client. I actually truly appreciated that she never pushed me to transfer my accounts with her. She always helped me stay on top of my financial affairs, even before I became her client. She loves her work and her clients and it shows. I am grateful for her.
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June 2020 by Lory P.
I've always thought my situation is simple and I don't need much help. My attorney kept saying I should get advise but every time I interviewed someone they would scary me that I will run out of money or die early, so I should buy a big life insurance! I was just tired of sales pitches. At my attorney's recommendation, I met Mandy and I feel so blessed. She taught me so much and she is more like a friend and a mentor. I learned to prioritize my financial goals, build a budget, create a savings plan and really helped me understand my pretty complex tax situation. I really appreciate that she offers creative strategies to solve complex problems, especially when it comes to tax savings.
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May 2020 by Seema H.
Mandy Andrei has managed my financial accounts for over 10 years and is one of the best financial advisors out there. At the time we built our relationship, I had small accounts. Mandy advised me with the best strategies on short term and long term plans, and worked with me closely to ensure I was tracking toward them. The thing I appreciate most about Mandy is her trustworthy and direct nature coupled with her expertise of the market.
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January 2020 by Janelle M.
This person, Mandy, was the one I talked to during my visit. I am not wealthy by any means and had a small amount of money and was looking for options in my best interest. She was overall very condescending, suggesting they try to help the "community" as a service, all the while inferring about the small amount of money I had, not many options. She would not even let me take home a brochure from the office. Very rude! Think twice about talking to this person unless you have a lot of money.
