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: Christopher Severson, CFP®
6641 Oakmont Dr, Santa Rosa, CA
95409, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Christopher Severson, CFP®
What services does Edward Jones - Financial Advisor: Christopher Severson offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Christopher Severson located?
The office is located at 6641 Oakmont Dr, Ste A, Santa Rosa, CA 95409, USA.
What are the office hours for Edward Jones - Financial Advisor: Christopher Severson?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Christopher Severson by phone or email?
You can call the main phone number at +1 707-809-0382 or the alternate phone at +1 707-282-9238. Email inquiries can be sent to christopher.severson@edwardjones.com.
Is there an online way to schedule a consultation with Christopher Severson?
Yes, you can schedule a consultation via the reservation page at https://www.edwardjones.com/us-en/financial-advisor/christopher-severson/contact/.
Does Edward Jones offer any tools to help with retirement planning?
Yes, they feature a "Retirement Ready? Try Our Calculator and See!" tool available on their website to help with retirement savings planning.
What mobile apps are available to access Edward Jones services?
Edward Jones has mobile apps available for Android and iOS. The Android app can be found on the Google Play Store and the iOS app on the Apple App Store.
What financial institutions are located near Edward Jones - Financial Advisor: Christopher Severson?
Nearby banks and financial services include Columbia Bank, Umpqua Bank, Wells Fargo Bank, and Oakmont Financial Group, which can be helpful for additional banking or investment needs.
Are there any local amenities or community services close to Edward Jones - Financial Advisor: Christopher Severson?
Yes, nearby amenities include the Oakmont Village Association, Oakmont Farmers Market, the United States Postal Service, and Berger Center In Oakmont, providing community services, shopping, and entertainment.
What are some recreational options near Edward Jones' office in Santa Rosa?
Nearby recreational options include the Wine Country Polo Club for sports activities, Berger Center In Oakmont for arts and theater, and Wii Bowl-A-Thon II offering bowling and cinema experiences.