Business Details
About
Investment Service
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor. Schedule an appointment today.
Location
Edward Jones - Financial Advisor: Elliot Sandvig, CFP®|CEPA®|AAMS®
3562 Round Barn Cir, Santa Rosa, CA
95403, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Elliot Sandvig, CFP®|CEPA®|AAMS®
What services does Edward Jones - Financial Advisor: Elliot Sandvig offer?
They provide financial advising, investment management, investment funds, and stock broker services.
Where is Edward Jones - Financial Advisor: Elliot Sandvig located?
The office is located at 3562 Round Barn Cir, Suite 212, Santa Rosa, CA 95403, USA.
How can I schedule an appointment with Elliot Sandvig at Edward Jones?
You can schedule an appointment online at https://www.edwardjones.com/us-en/financial-advisor/elliot-sandvig/contact/.
What financial specialties does Elliot Sandvig focus on?
Specialties include 401(k), Roth IRA, 529 College Savings Plan, and Life Insurance.
Is there an app available to access Edward Jones services on mobile devices?
Yes, Edward Jones offers apps for both Android and iOS devices linked in their profile.
How can I contact Elliot Sandvig at Edward Jones via email or phone?
You can email elliot.sandvig@edwardjones.com or call +1 707-899-7045.
Are there other financial advisory services near Edward Jones in Santa Rosa?
Yes, there are several Morgan Stanley advisors like Michael Moberly and Jason Turner nearby, which may be options to consider.
What real estate services are available near Edward Jones - Financial Advisor: Elliot Sandvig?
Nearby real estate agents like Rhonda Alderman from Keller Williams Realty and the McCall Team can assist with property needs.
Are there any medical centers or doctors near the Edward Jones office?
Yes, the Santa Rosa Family Medicine Residency and California Skin Institute are nearby for medical consultations.
How can knowing about nearby financial and real estate services help me as a client?
You might coordinate financial planning with local experts, or complement visits to Edward Jones with consultations at nearby real estate or medical offices for comprehensive planning.