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: Dean Stein, ChFC®|AAMS®
10 Maple St, Sonoma, CA
95476, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Dean Stein, ChFC®|AAMS®
What services does Edward Jones - Financial Advisor: Dean Stein provide?
The advisor offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds management, and financial advising through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Dean Stein located?
The office is located at 10 Maple St, Suite 301, Sonoma, CA 95476, USA.
What are the office hours of Edward Jones - Financial Advisor: Dean Stein?
The office is open Monday through Friday from 8:00 AM to 4:00 PM, with appointments only on these days. It is closed on weekends.
How can I contact Edward Jones - Financial Advisor: Dean Stein?
You can reach the office by phone at +1 707-935-1085 or email at dean.stein@edwardjones.com.
Does Edward Jones offer any online resources or tools?
Yes, Edward Jones provides an online retirement savings calculator to help you prepare for your financial future and has mobile apps available for both Android and iOS.
How can I schedule an appointment with Edward Jones - Financial Advisor: Dean Stein?
Appointments can be scheduled through their contact page at https://www.edwardjones.com/us-en/financial-advisor/dean-stein/contact/.
What nearby banking options are available when visiting Edward Jones in Sonoma?
Mechanics Bank - Sonoma Branch is located nearby, providing convenient banking services if needed before or after your financial consultation.
Are there local real estate services near Edward Jones that clients might find useful?
Yes, Tara Conrow Realtor and Terra Firma Global Partners offer real estate and property management services nearby, which could be helpful if you are considering property investment alongside your financial planning.
Can clients access wellness or relaxation services near Edward Jones' office?
Yes, Bloom Skin Care & Waxing and Salon Novo are nearby salons and spas where clients can relax and enjoy skincare and beauty treatments.
What medical services are available near Edward Jones in Sonoma?
Several healthcare providers are nearby including doctors specializing in internal medicine, cardiology, pediatrics, and holistic medicine, such as Dr. Brian E Sebastian MD, Mark P. Wexman MD, and Prima Medical Group, offering convenient access to medical care for clients.