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: Aleia Coate, AAMS®
105 Morris St, Sebastopol, CA
95472, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Aleia Coate, AAMS®
What services does Edward Jones - Financial Advisor: Aleia Coate offer?
They offer personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face financial consultations.
What are the business hours for Edward Jones - Financial Advisor: Aleia Coate?
Monday through Thursday, the office is open from 9:00 AM to 5:00 PM, Friday from 9:00 AM to 3:00 PM, and it is closed on weekends with Saturday visits available by appointment only.
How can I contact Aleia Coate at Edward Jones?
You can call the main phone number at +1 707-634-7512 or email aleia.coate@edwardjones.com to get in touch.
Where is Edward Jones - Financial Advisor: Aleia Coate located?
The office is located at 105 Morris St, Suite 120, Sebastopol, CA 95472, USA.
Does Edward Jones - Financial Advisor: Aleia Coate have an online appointment booking option?
Yes, appointments can be scheduled online through their contact page at https://www.edwardjones.com/us-en/financial-advisor/aleia-coate/contact/.
What language is primarily spoken at Edward Jones - Financial Advisor: Aleia Coate?
Services are offered in English.
Are there any apps available for Edward Jones clients?
Yes, Edward Jones has mobile apps available for Android and iOS which can be downloaded from the Google Play Store and Apple App Store respectively.
Which nearby places could be useful for clients visiting Edward Jones in Sebastopol?
Clients might find it convenient that First American Title Company, a real estate service, is nearby, which can help with property title issues. Also, several real estate agents and mortgage brokers like West-Cal Mortgage are close, aiding clients with financing or property investment needs.
What recreational or wellness services are available near Edward Jones - Financial Advisor: Aleia Coate?
Nearby wellness options include several massage and spa services such as Stacy Simone Holistic Massage and Bodywork, Vitality Center Sebastopol, and Sue Deane Massage, which clients can visit before or after their financial consultations.
Are there professional service businesses close to Edward Jones that clients might find helpful?
Yes, there are professional services nearby including marketing consultants like 421 Group and environmental services like Hurvitz Environmental Services Inc. that clients working in business or environmental sectors might need.