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: Erika Lockwood, CFP®
1625 Terrace Way, Santa Rosa, CA
95404, United States
Hours
Reviews
5.0
1 reviews
5 stars
1
4 stars0
3 stars0
2 stars0
1 star0
- SCStache CatJan 5, 20215.0The Best!
Frequently Asked Questions About Edward Jones - Financial Advisor: Erika Lockwood, CFP®
What services does Edward Jones - Financial Advisor: Erika Lockwood offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies to fit individual client needs.
Where is Edward Jones - Financial Advisor: Erika Lockwood located?
The office is located at 1625 Terrace Way, Suite B, Santa Rosa, CA 95404, USA.
What are the office hours for Edward Jones - Financial Advisor: Erika Lockwood?
The office is open Monday to Friday from 8:00 AM to 4:30 PM and closed on weekends.
How can I contact Edward Jones - Financial Advisor: Erika Lockwood?
You can call them at +1 707-575-0209 or email erika.lockwood@edwardjones.com.
Is it possible to book an appointment online with Erika Lockwood?
Yes, you can schedule an appointment online via their contact page at https://www.edwardjones.com/us-en/financial-advisor/erika-lockwood/contact/
Does Edward Jones have a mobile app for managing investments?
Yes, Edward Jones offers mobile apps available for iOS and Android platforms for convenient investment management.
Which language is primarily spoken at Edward Jones - Financial Advisor: Erika Lockwood office?
English is the primary language spoken at the office.
What should I know about privacy when working with Edward Jones?
Edward Jones protects your data and privacy; details are available on their Privacy and Security page at https://www.edwardjones.com/us-en/privacy
Are there any nearby wellness centers customers can visit before or after their appointment?
Yes, nearby wellness options include Three Dog Yoga for yoga classes and Wine Country Day Spa for spa and massage services, perfect for relaxation.
What local eateries are close to Edward Jones - Financial Advisor: Erika Lockwood for grabbing a meal?
Customers can enjoy meals at nearby spots such as Carmen's Burger Bar and Willi's Wine Bar, which offer great food options around the area.
Are there any nearby services to help with shipping or printing needs near Edward Jones?
Yes, PostalAnnex nearby provides shipping, printing services, and notary public assistance which might be useful for customers.