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: Hugo R Mendoza
515 1st Street East, Sonoma, CA
95476, United States
Reviews
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- CMCraig MadisonDec 29, 20255.0Investing my retirement savings with Edward Jones, through my agent, Hugo Mendoza, has been a wonderful experience. Hugo's personalized approach, excellent communication, and financial expertise have given me peace of mind and contributed to the successful growth of my retirement savings. Hugo's commitment to educating clients and being readily available for discussions and to answer questions truly highlights the valuable advisor-client relationship Hugo fosters. His thoughtful, forward-looking advice has been invaluable, and has provided me a reliable partner in my financial future. I am very happy with the resources Hugo and the Edward Jones investment company have brought to creating a well-managed and successful investment portfolio for me.
- LMLori Beth MerrillJan 9, 20245.0Hugo goes above and beyond to make sure you understand the process and that he is there with you every stop of the way. A true professional you can trust him to advise and safely manage money.
Frequently Asked Questions About Edward Jones - Financial Advisor: Hugo R Mendoza
What services does Edward Jones - Financial Advisor: Hugo R Mendoza provide?
Hugo R Mendoza offers financial advising, investment management, stock brokerage, and investment funds services.
What are the specialties of Edward Jones - Financial Advisor: Hugo R Mendoza?
Specialties include 401(k) rollovers, Roth IRA, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
How can I schedule an appointment with Hugo R Mendoza?
You can schedule an appointment online via the reservation link provided or contact directly to book a consultation.
What are the office hours for Edward Jones - Financial Advisor: Hugo R Mendoza?
The office is open by appointment only on Saturdays, with regular hours on other days.
Where is Edward Jones - Financial Advisor: Hugo R Mendoza located?
The office is located at 515 1st Street East, Sonoma, CA 95476, USA.
Is there a mobile app available for Edward Jones clients?
Yes, Edward Jones offers mobile apps available for both Android and iOS platforms to help manage your investments.
What languages are supported by Edward Jones - Financial Advisor: Hugo R Mendoza?
Services are provided in English.
What nearby dining options are available near Edward Jones - Financial Advisor: Hugo R Mendoza?
Nearby you can find Sonoma Grille and Bar, Meritage Restaurant, Cafe Andalusia, Meritage Martini & Oyster Bar, and Coffee & Coco for diverse dining and coffee experiences.
Are there hotels near Edward Jones - Financial Advisor: Hugo R Mendoza for visiting clients?
Yes, nearby hotels include Best Western Sonoma Valley Inn and Sonoma Valley Inn, Tapestry Collection by Hilton, perfect for visiting clients.
What local attractions can I visit near Edward Jones - Financial Advisor: Hugo R Mendoza?
Customers can explore Downtown Sonoma, known for arts, entertainment, and parks, before or after appointments.