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: Michael P Lightner
1304 Southpoint Blvd, Petaluma, CA
94954, United States
Reviews
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Frequently Asked Questions About Edward Jones - Financial Advisor: Michael P Lightner
What personalized financial services does Edward Jones - Financial Advisor: Michael P Lightner offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client goals.
How can I schedule a consultation with Michael P Lightner at Edward Jones?
You can schedule a consultation via their contact page at https://www.edwardjones.com/us-en/financial-advisor/michael-lightner/contact/.
Where is the Edward Jones - Financial Advisor: Michael P Lightner office located?
The office is located at 1304 Southpoint Blvd, Ste 240, Petaluma, CA 94954, USA.
What products and services are offered by Michael P Lightner at Edward Jones?
Products and services include financial advising, investment management, funds investment, and stock & bond brokerage.
Is Edward Jones - Financial Advisor: Michael P Lightner available for face-to-face consultations?
Yes, they work to ensure every client receives tailored advice through face-to-face consultations.
What languages are spoken at Edward Jones - Financial Advisor: Michael P Lightner?
They provide services in English.
Are there any useful apps to manage my investments with Edward Jones?
Yes, Edward Jones offers mobile apps available on Android and iOS for convenient mobile management of investments.
What nearby places can I visit before or after my appointment at Edward Jones in Petaluma?
Nearby you can visit Petaluma Bark Park, a community park perfect for relaxation, or check out the University of Northern California for educational interests.
Are there nearby transit or service points that could assist in visiting Edward Jones at Southpoint Blvd?
Yes, nearby service locations include Wells Fargo Bank for banking needs and North Bay Self Storage if you require storage or related services when visiting.
Can I find other financial service providers near Edward Jones - Financial Advisor: Michael P Lightner?
Yes, Nancy Ferguson - Raymond James is a nearby financial service provider that you might find helpful for additional financial consultations.