Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Tim Carroll
3550 Round Barn Blvd, Santa Rosa, CA
95403, United States
Hours
Reviews
5.0
8 reviews
5 stars
8
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1 star0
- SESullivan Group Wine Country Real EstateNov 13, 20255.0Tim is not your average financial advisor, he's a cool financial advisor! With a very kind demeanor, Tim gives honest advice and outlooks on options to improve your financial standing. Life insurance is another offering that he is well versed and helps young families (especially as they become homeowners) protect themselves and their assets. Thank you for your knowledge!
- BBBig BSep 3, 20255.0My husband and I have been investing on our own. It has been okay but a lot of work monitoring all the time. We decided to sit down with Tim at Edward Jones. We are so happy we did! The stress of having to monitor all the time and worry is gone! We started out small to see how it would go and were so pleased with the outcome, we moved everything over! It has been a very good decision! We still have full control and are able to log in at any time, we just also have the security of knowing we don't have too. I also moved all of the CD's I had purchased for all my dad's great grandchildren. That has also been a great move in their behalf. Tim has exceeded our expectations on multiple levels, and we would not hesitate to refer him to anyone! We will be talking life insurance next! LOL
- TBThomas BodellOct 5, 20245.0Tim is a wonderful person to have in our corner as our financial advisor. He is great at what he does and has helped my wife and I tremendously. He is kind and professional, I highly recommend
- STSteve TarantinoOct 3, 20245.0I have known Tim Caroll for over 25 years. He is both a friend and a professional colleague of mine from the real estate and mortgage industry. My opinion of him is he is of the utmost integrity and character, and when I found out he’d decided to continue his already successful career as a representative with Edward Jones, I knew right away. I wanted to work with him. I strongly refer Tim to anyone who may read this review.
- KBKim BodellOct 3, 20245.0Tim has been a huge help to us in learning about investing from the ground up. He focuses greatly on education which is what my husband and I needed. He's willing to take the extra time to talk you through each option and explain things in an absorbable way. We have recommended him to many family and friends because of all these things! He is honest, very communicative and 100% has his client's best interest at heart which felt very important when dealing with money! We highly recommend Tim!
Frequently Asked Questions About Edward Jones - Financial Advisor: Tim Carroll
What services does Edward Jones - Financial Advisor: Tim Carroll offer?
Edward Jones provides financial advising, investment management, investment funds, and stock brokerage services.
What are the office hours for Edward Jones - Financial Advisor: Tim Carroll?
The office is open Monday to Friday from 8:30 AM to 5:00 PM and is closed on weekends.
Where is Edward Jones - Financial Advisor: Tim Carroll located?
The office is located at 3550 Round Barn Blvd, Suite 205, Santa Rosa, CA 95403, United States.
How can I schedule an appointment with Tim Carroll at Edward Jones?
You can schedule an appointment by visiting the contact page at https://www.edwardjones.com/us-en/financial-advisor/tim-carroll/contact/.
Does Edward Jones - Financial Advisor: Tim Carroll offer services in languages other than English?
No, services are currently offered only in English.
What are some specialties of Edward Jones - Financial Advisor: Tim Carroll?
Specialties include 401(k) rollovers, Roth IRA, 529 college savings plan, life insurance, SEP IRAs, and traditional IRAs.
What nearby mortgage lenders can I visit when visiting Edward Jones in Santa Rosa?
Nearby mortgage lenders include Wells Fargo Home Mortgage, New American Funding, and Guild Mortgage - Kelly Cort, which you might find useful for complementary financial services.
Are there any convenient nearby places for wedding planning when visiting Edward Jones?
Yes, Run Away With Me Elopements and Weddings is nearby, ideal if you're planning financial and wedding arrangements in one trip.
Which nearby medical centers are close to Edward Jones for any health-related visits?
Kaiser Permanente Santa Rosa Psychiatry and Addiction Medicine Services and Kaiser Permanente Santa Rosa Psychiatry and Chemical Dependency Offices are nearby healthcare centers you can visit.
How can nearby real estate agents complement my visit to Edward Jones?
Nearby real estate agents like Pam Bradford and Lindsay Daher can assist with property investment advice, complementing Edward Jones' financial advisory services.