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: Michelle Moller, CFP®|CEPA®
26 Fourth Street, Petaluma, CA
94952, United States
Hours
Reviews
5.0
1 reviews
5 stars
1
4 stars0
3 stars0
2 stars0
1 star0
- EPElizabeth PaciniNov 1, 20255.0Helpful, friendly advisor Michele Moller has been reliably available for all our needs for years!
Frequently Asked Questions About Edward Jones - Financial Advisor: Michelle Moller, CFP®|CEPA®
What services does Edward Jones - Financial Advisor: Michelle Moller offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the regular office hours for Edward Jones - Financial Advisor: Michelle Moller?
The office is open Monday through Friday from 8:30 AM to 5:00 PM and is closed on Sundays and Saturdays, except by appointment on Saturdays.
How can I contact Michelle Moller at Edward Jones?
You can reach Michelle Moller by phone at +1 707-763-3006 or email at michelle.moller@edwardjones.com.
Where is Edward Jones - Financial Advisor: Michelle Moller located?
The office is located at 26 Fourth Street, Suite B, Petaluma, CA 94952, USA.
How can I make an appointment with Michelle Moller?
Appointments can be made via the online contact form at https://www.edwardjones.com/us-en/financial-advisor/michelle-moller/contact/.
Does Edward Jones have a mobile app for managing investments?
Yes, Edward Jones offers mobile apps available on both Android and iOS for managing your investments conveniently.
What languages are spoken at Edward Jones - Financial Advisor: Michelle Moller?
Services are offered in English.
What nearby places can I visit before or after my appointment at Edward Jones in Petaluma?
Nearby places include the Petaluma Historical Museum for local history, Divine Mother Tea n Coffee for a relaxing cafe experience, and Pilates To Move for fitness and wellness activities.
Are there any nearby businesses offering complementary professional services near Edward Jones?
Yes, Victoria Webb Photography and Glitz Graphic Design & Photography offer professional event photography services nearby, which could be useful for clients needing such services.
What health and wellness services are available near Edward Jones in Petaluma?
Nearby health services include Petaluma Braces and Family Dentistry, Dental Care & Wellness of Sonoma County, and Malama Massage for wellness and spa treatments.