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: Meredeth A Bertacco, CFP®
7182 Healdsburg Ave, Sebastopol, CA
95472, United States
Hours
Reviews
5.0
2 reviews
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- NRNick RoddaJul 18, 20165.0Everyone working here is very knowledgeable and trustworthy. As well as great people that do more than you would think to help you out.
Frequently Asked Questions About Edward Jones - Financial Advisor: Meredeth A Bertacco, CFP®
What financial services does Edward Jones - Financial Advisor: Meredeth A Bertacco, CFP® offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, investment management, and advisory services tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Meredeth A Bertacco located?
The office is located at 7182 Healdsburg Ave, Suite A, Sebastopol, CA 95472, USA.
What are the business hours of Edward Jones - Financial Advisor: Meredeth A Bertacco?
The office is open Monday through Thursday from 8:30 AM to 5:00 PM, and on Friday from 8:30 AM to 3:00 PM. It is closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Meredeth A Bertacco?
You can reach them by phone at +1 707-823-4708 or by email at meredeth.bertacco@edwardjones.com.
Is there an online way to schedule an appointment with Meredeth A Bertacco?
Yes, appointments can be scheduled through their contact page at https://www.edwardjones.com/us-en/financial-advisor/meredeth-bertacco/contact/.
Does Edward Jones - Financial Advisor Meredeth A Bertacco provide resources for retirement planning?
Yes, they offer a retirement savings calculator to help clients prepare for their future, available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.
What nearby financial institutions can help with banking needs when visiting Edward Jones?
Nearby financial institutions include Bank of America and U.S. Bank, both offering banking and ATM services, which can be convenient for your banking needs before or after visiting Edward Jones.
Are there dining options nearby Edward Jones - Financial Advisor that clients can visit?
Yes, nearby dining options include Namaste Kitchen (Indian restaurant), Papa Murphy's (pizza), D's Diner (American diner), Starbucks (coffee shop), Piala Restaurant and Wine Bar (Georgian and Middle Eastern cuisine), Sukhothai The BBQ PLUS (Thai barbecue), ZENSHI Handcrafted Sushi, and El Tarasco Mexican Food.
What other professional services are available near Edward Jones in Sebastopol?
Nearby professional services include Birnie Law Offices for legal assistance, Fidelity National Title for real estate and insurance, and various health-related services such as Ian McCullough's acupuncture and Sonoma County Midwives.
How can I download the Edward Jones mobile app for managing my investments?
You can download the Edward Jones mobile app on Android devices via the Google Play Store and on iOS devices via the Apple App Store using the provided URLs.