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: BJ Bertacco, CEPA®|AWMA®|CRPS™
7182 Healdsburg Ave, Sebastopol, CA
95472, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: BJ Bertacco, CEPA®|AWMA®|CRPS™
Where is Edward Jones - Financial Advisor: BJ Bertacco located?
Edward Jones - Financial Advisor: BJ Bertacco is located at 7182 Healdsburg Ave, Suite A, Sebastopol, CA 95472, USA.
How can I contact Edward Jones - Financial Advisor: BJ Bertacco by phone?
You can reach them at their main phone number +1 707-375-9679 or alternate phone number +1 707-823-4708.
What financial services does Edward Jones - Financial Advisor: BJ Bertacco provide?
They provide financial advising, investment management, investment funds, and stock broker services.
What specialties does Edward Jones - Financial Advisor: BJ Bertacco offer?
Specialties include 401(k) rollovers, Roth IRA, 529 College Savings Plan, life insurance, SEP IRAs, and traditional IRAs.
How can I schedule an appointment with Edward Jones - Financial Advisor: BJ Bertacco?
Appointments can be scheduled via their contact page: https://www.edwardjones.com/us-en/financial-advisor/bj-bertacco/contact/.
Does Edward Jones offer resources to learn more about IRAs?
Yes, you can learn more about IRAs on their official site at https://www.edwardjones.com/us-en/market-news-insights/retirement/iras.
Are there other financial institutions near Edward Jones - Financial Advisor: BJ Bertacco?
Yes, nearby financial institutions include Bank of America, U.S. Bank, and another Edward Jones location.
What dining options are available near Edward Jones - Financial Advisor: BJ Bertacco?
Nearby dining options include Namaste Kitchen (Indian restaurant), Papa Murphy's (pizza), D's Diner (American diner), Piala Restaurant and Wine Bar (Middle Eastern/Georgian), and El Tarasco Mexican Food.
Which local services are close to Edward Jones - Financial Advisor: BJ Bertacco for clients' convenience?
Clients can find services such as Brown Barn Films (event photography), Birnie Law Offices (legal services), and Fidelity National Title (real estate and insurance) nearby.
What languages are spoken at Edward Jones - Financial Advisor: BJ Bertacco, and how can I connect with them online?
They provide services in English and can be connected online via their website https://www.edwardjones.com/us-en/financial-advisor/bj-bertacco or on LinkedIn at https://www.linkedin.com/in/williambertacco.