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: Katherine Wells
1301 Redwood Way, Petaluma, CA
94954, United States
Hours
Reviews
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- NSnancy ShottsDec 10, 20205.0Katherine Wells is very knowledgeable and professional. She and her office Team are excellent listeners and match the product to the client needs. I appreciate all the volunteer work she does in her local community as well. She is an exemplary business woman in Petaluma.
- HBHeidi BrodieFeb 24, 20205.0I have worked with Katherine and Sharon and have always had excellent and timely service. When I have a question Katherine provides comprehensive research and allows me to make my own decision. I appreciate that Katherine was willing to help me before I had any real money to invest-I wasn't too small (I had been turned away by other advisors because I didn't have enough to make it worth their time) I do now and Katherine will always be my advisor.
Frequently Asked Questions About Edward Jones - Financial Advisor: Katherine Wells
What personalized investment services does Edward Jones - Financial Advisor: Katherine Wells offer?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the office hours for Edward Jones - Financial Advisor: Katherine Wells in Petaluma?
The office is open Monday to Thursday from 8:30 AM to 4:30 PM, and Friday from 8:30 AM to 3:00 PM. The office is closed on Saturdays and Sundays.
How can I contact Katherine Wells at Edward Jones?
You can contact Katherine Wells by phone at +1 707-794-9930 or email at katherine.wells@edwardjones.com.
Where is Edward Jones - Financial Advisor: Katherine Wells located?
The office is located at 1301 Redwood Way, Suite 245, Petaluma, CA 94954, USA.
What financial products and services are available through Katherine Wells at Edward Jones?
Services include financial advising, investment management, funds investment, stock and bond brokerage.
How can I schedule an appointment with Katherine Wells at Edward Jones?
You can schedule an appointment through their online contact page at https://www.edwardjones.com/us-en/financial-advisor/katherine-wells/contact/.
Does Edward Jones - Financial Advisor: Katherine Wells offer any tools to help with retirement planning?
Yes, they feature a Retirement Savings Calculator to help clients prepare for their financial future.
What nearby financial services are located close to Edward Jones - Financial Advisor: Katherine Wells?
Nearby financial services include Mary Brusco | Caliber Home Loans, George Elliott - NewRez Home Loans, and Laura Mattos-Loan Officer NMLS# 508412, which can assist with mortgage and home loan options.
Are there any nearby places for relaxation or self-care near Edward Jones - Financial Advisor: Katherine Wells?
Yes, Allure Nails & Spa offers beauty and spa services nearby, perfect for relaxation before or after your visit.
What dining options are close to Edward Jones - Financial Advisor: Katherine Wells where clients can enjoy a meal?
Caffe Giostra, an Italian restaurant and coffee shop, is located nearby providing a great spot for a meal or coffee break.