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: James Wandzilak, CFP®
10 Maple Street, Sonoma, CA
95476, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: James Wandzilak, CFP®
What services does Edward Jones - Financial Advisor: James Wandzilak provide?
Edward Jones provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and tailored face-to-face consultations.
Where is Edward Jones - Financial Advisor: James Wandzilak located?
The office is located at 10 Maple Street, Suite 302, Sonoma, CA 95476, USA.
How can I contact James Wandzilak for financial advising?
You can contact James Wandzilak by phone at +1 707-935-0865 or by email at james.wandzilak@edwardjones.com.
Does Edward Jones - Financial Advisor: James Wandzilak offer online tools for retirement planning?
Yes, they feature a retirement savings calculator available on their website to help clients prepare for their future.
What types of investment products does Edward Jones offer?
They offer services related to stocks and bonds, investment management, funds investment, and brokerage services.
Are there any nearby banks for additional financial services?
Yes, Mechanics Bank - Sonoma Branch is nearby, which can provide complementary banking services to clients visiting Edward Jones.
What nearby real estate services are available near Edward Jones' office?
Nearby real estate services include Tara Conrow Realtor, Terra Firma Global Partners, and First American Title, which might be useful if you're considering property investment alongside financial planning.
Are there any wellness or spa services close to Edward Jones in Sonoma?
Yes, Bloom Skin Care & Waxing and Salon Novo are nearby for clients interested in relaxation or personal care before or after their appointments.
Does James Wandzilak offer consultations in languages other than English?
Currently, services are offered in English.
How can I schedule a financial advising appointment with James Wandzilak?
Appointments can be scheduled through the contact page on the Edward Jones website dedicated to James Wandzilak.