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.
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Frequently Asked Questions About Edward Jones - Financial Advisor: Jason S Black
What types of personalized investment services does Edward Jones offer?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, tailored through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Jason S Black located?
The office is located at 1101 College Avenue, Suite 220, Santa Rosa, CA 95404, US.
What are the office hours for Edward Jones - Financial Advisor: Jason S Black?
The office is open Monday to Thursday from 8:00 AM to 4:30 PM, and on Friday from 8:00 AM to 3:00 PM. It is closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Jason S Black?
You can contact Jason S Black by phone at +1 707-542-4222 or by email at jason.black@edwardjones.com.
Does Edward Jones provide any online tools for retirement planning?
Yes, Edward Jones offers a Retirement Savings Calculator available on their website to help clients prepare for their financial future.
Which languages are spoken at Edward Jones - Financial Advisor: Jason S Black?
Services are offered in English at this location.
What financial products and services are available at this Edward Jones office?
This office provides services such as financial advising, investment management, stocks and bonds brokerage, and funds investment.
Are there other financial advisors or services near Edward Jones - Financial Advisor: Jason S Black?
Yes, nearby financial services include Edward Jones Financial Advisor Matthew Walls and Christopher Danzer - Ameriprise Financial Services, providing additional advisory options for clients.
What nearby real estate services can clients access near Edward Jones - Financial Advisor: Jason S Black?
Clients can find nearby real estate services such as North Coast Title Company, Fidelity National Title, and multiple real estate agents including Martin Levy and Mark Heller Wine Country Real Estate.
Are there any wellness or spa services near Edward Jones - Financial Advisor: Jason S Black?
Yes, nearby wellness and spa options include Fidelity National Title which offers wellness programs, and Oasis Touch Massage spa for relaxation needs.