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: Taylor J Novak
1410 Neotomas Ave, Santa Rosa, CA
95405, United States
Reviews
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1 reviews
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- SAScott ArnoldJan 19, 20245.0I haven't had financial dealings with this office, but I spoke with Erin and Anthony here to get some more information to help with my difficulties dealing with a different Edward Jones office. Erin and Anthony were hugely helpful and kind, in stark contrast to nearly every other Edward Jones person that I've spoken to. Deeply appreciated.
Frequently Asked Questions About Edward Jones - Financial Advisor: Taylor J Novak
What personalized investment services does Edward Jones - Financial Advisor: Taylor J Novak offer?
Edward Jones - Financial Advisor: Taylor J Novak offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Taylor J Novak located?
The office is located at 1410 Neotomas Ave, Ste 106, Santa Rosa, CA 95405, USA.
How can I schedule a consultation with Taylor J Novak at Edward Jones?
You can schedule a consultation by visiting the reservation page at https://www.edwardjones.com/us-en/financial-advisor/taylor-novak/contact/ or by calling +1 707-899-7080.
Does Edward Jones - Financial Advisor: Taylor J Novak support any mobile apps for clients?
Yes, Edward Jones provides mobile apps available on Android and iOS platforms to manage your investments and access services conveniently.
What languages are spoken at Edward Jones - Financial Advisor: Taylor J Novak?
English is the primary language spoken at this Edward Jones office.
What types of investment products can I access through Taylor J Novak's Edward Jones office?
You can access services related to stocks and bonds, investment management, and financial advising.
How does Edward Jones protect my personal data?
Edward Jones takes privacy seriously and provides information about data use and protection on their Privacy and Security page at https://www.edwardjones.com/us-en/privacy.
Which nearby businesses can assist with real estate needs near Edward Jones - Financial Advisor: Taylor J Novak?
Nearby real estate agents include Alexandra Trefry, Realtor; Lisa Steele; Timely Properties; and Nexthome Wine Country Premier, all conveniently located near the Edward Jones office, providing easy access for clients who may need real estate services.
Are there any nearby dining options close to Edward Jones - Financial Advisor: Taylor J Novak?
Yes, Johnny Garlic's is a nearby bar and grill restaurant serving American and Italian cuisine, ideal for a meal before or after a financial appointment.
Can I find convenient shipping and mailing services near Edward Jones?
Yes, Pak Mail and UPS Authorized Shipping Outlet are nearby locations providing shipping, freight, mailbox, and courier services, which can be useful for mailing important financial documents.