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: Darrel K Lavilla, AAMS®
755 Baywood Dr, Petaluma, CA
94954, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Darrel K Lavilla, AAMS®
What services does Edward Jones - Financial Advisor: Darrel K Lavilla offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient strategies, stocks & bonds, and investment management through face-to-face consultations.
What are the typical operating hours for Edward Jones in Petaluma?
The office is open Monday to Friday from 8:30 AM to 4:00 PM, except Friday when it closes at 3:00 PM. It is closed on Saturdays and Sundays but available by appointment every day.
Where is Edward Jones - Financial Advisor: Darrel K Lavilla located?
The office is located at 755 Baywood Dr, Suite 370, Petaluma, CA 94954, USA.
How can I contact Edward Jones - Financial Advisor: Darrel K Lavilla?
You can call them at +1 707-763-1851 or email darrel.lavilla@edwardjones.com.
Can I schedule a consultation or appointment online?
Yes, appointments can be made through their online contact page at https://www.edwardjones.com/us-en/financial-advisor/darrel-lavilla/contact/.
What languages are spoken by the financial advisors at this Edward Jones office?
The advisors at this location speak English.
Are there nearby mortgage brokers or financial services to assist with home buying?
Yes, nearby you can find New American Funding - Petaluma, CA, a mortgage broker, and Shawn Haghighi at Pacific Wholesale Mortgage providing financial services, which may complement your investment planning.
What nearby real estate agencies could help if I'm looking to invest in local properties?
Surf & Vine Realty and Marvin Pederson, Attorney, who is also a real estate agent, are nearby and can assist with real estate investment needs.
Are there any legal services close to Edward Jones for related financial or estate planning?
Yes, nearby legal services include Law Office of Richard Koman, Law Offices of Sheri Chlebowski, Law office of Andrew Kern, and Marianne F. Skipper, offering assistance with various legal matters including estate and family law.
Where can I find online resources or tools to assist with retirement planning?
Edward Jones offers a Retirement Savings Calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help you determine your retirement readiness.