Business Details
About
Investment Service
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
Location
Edward Jones - Financial Advisor: Terry Kotsatos, CFP®|ChFC®
1301 Solano Ave, Albany, CA
94706, United States
Hours
Reviews
5.0
5 reviews
5 stars
5
4 stars0
3 stars0
2 stars0
1 star0
- LZLori ZorrFeb 17, 20225.0no one better!
- DPDebra PericoliNov 13, 20215.0Excellent
- MJMatt JuddMay 14, 20215.0Very professional and always responsive.
Frequently Asked Questions About Edward Jones - Financial Advisor: Terry Kotsatos, CFP®|ChFC®
What services does Edward Jones - Financial Advisor: Terry Kotsatos offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies.
Where is Edward Jones - Financial Advisor: Terry Kotsatos located?
The office is located at 1301 Solano Ave, Suite 201, Albany, CA 94706, USA.
What are the business hours for Edward Jones - Financial Advisor: Terry Kotsatos?
They are open Monday to Friday from 9:00 AM to 5:00 PM and by appointment only on these days. The office is closed on weekends.
How can I contact Terry Kotsatos at Edward Jones?
You can reach him by phone at +1 510-237-3495 or via email at terrence.kotsatos@edwardjones.com.
Can I book an appointment online with Edward Jones - Financial Advisor: Terry Kotsatos?
Yes, appointments can be made online through their contact page: https://www.edwardjones.com/us-en/financial-advisor/terrence-kotsatos/contact/
What languages are spoken at Edward Jones - Financial Advisor: Terry Kotsatos?
English is the primary language spoken at the office.
Is there a mobile app to access Edward Jones services?
Yes, Edward Jones has mobile apps available for both Android and iOS devices.
What nearby healthcare services are close to Edward Jones - Financial Advisor: Terry Kotsatos?
Nearby healthcare services include I Song Orthodontics, Ellen M. Pacleb DDS, and East Bay Eye Center.
What dining options can I find near Edward Jones - Financial Advisor: Terry Kotsatos?
Nearby dining options include Kim's Cafe and Sandwiches, Lizzy's Cajun Cafe, Jodie's Restaurant, and A Taste of Ethiopia.
Are there any recreational or shopping places near Edward Jones - Financial Advisor: Terry Kotsatos?
Yes, Plaza Tennis & Sports is nearby for sporting goods and tennis courts, and One Hour Martinizing offers dry cleaning services.