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: Krista Neary
574 E Cotati Ave, Cotati, CA
94931, United States
Hours
Reviews
5.0
1 reviews
5 stars
1
4 stars0
3 stars0
2 stars0
1 star0
- BCBud CullenJan 28, 20205.0They like🐶 dogs.
Frequently Asked Questions About Edward Jones - Financial Advisor: Krista Neary
What financial services does Edward Jones - Financial Advisor: Krista Neary offer?
Edward Jones - Financial Advisor: Krista Neary offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, tailored through face-to-face consultations.
What are the regular office hours for Edward Jones - Financial Advisor: Krista Neary?
The office is open Monday to Thursday from 9:00 AM to 5:00 PM, Friday from 9:00 AM to 3:00 PM, and is closed on Saturdays and Sundays except by appointment on Saturdays.
How can I contact Krista Neary at Edward Jones?
You can reach Krista Neary via email at krista.neary@edwardjones.com or by phone at +1 707-762-0611.
Where is Edward Jones - Financial Advisor: Krista Neary located?
The office is located at 574 E Cotati Ave, Cotati, CA 94931, USA.
Can I schedule a consultation with Edward Jones - Financial Advisor: Krista Neary online?
Yes, you can schedule an appointment online through their contact page: https://www.edwardjones.com/us-en/financial-advisor/krista-neary/contact/.
What languages are spoken at Edward Jones - Financial Advisor: Krista Neary?
The services are provided in English.
Are there any nearby restaurants where I can eat before or after my appointment at Edward Jones?
Yes, nearby dining options include The Twins Restaurant, Everest Restaurant, Fu Zhou Chinese Restaurant, and Acme Burger, all within close proximity for your convenience.
Are there other financial service providers near Edward Jones - Financial Advisor: Krista Neary?
Yes, nearby financial services include H&R Block for accounting and tax needs, Exchange Bank for banking services, and Krista Neary's own financial advising within the area.
What nearby amenities are available for customers visiting Edward Jones?
Customers can find pet care at Your Pet's Market and Cotati Dog Grooming, relaxation services at Star Salon & Spa and Massage Envy - Cotati, as well as shopping at Dollar Tree and Oliver's Market nearby.
How does Edward Jones - Financial Advisor: Krista Neary ensure client privacy?
Edward Jones is committed to protecting your data; information about their privacy and security policies is available at https://www.edwardjones.com/us-en/privacy.