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: Matt E Harrelson
19310 Sonoma Highway, Sonoma, CA
95476, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Matt E Harrelson
What services does Edward Jones - Financial Advisor: Matt E Harrelson offer?
Edward Jones - Financial Advisor: Matt E Harrelson offers financial advising, investment management, investment funds, and stock brokerage services.
What specialties can I find at Edward Jones - Financial Advisor: Matt E Harrelson?
The 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 Matt E Harrelson?
You can schedule an appointment through the reservation URL at https://www.edwardjones.com/us-en/financial-advisor/matt-harrelson/contact/.
What languages are spoken at Edward Jones - Financial Advisor: Matt E Harrelson?
English is the primary language spoken at this location.
What is the contact phone number for Edward Jones - Financial Advisor: Matt E Harrelson?
You can reach them at +1 707-939-6961.
Where is Edward Jones - Financial Advisor: Matt E Harrelson located?
The office is located at 19310 Sonoma Highway, Suite D, Sonoma, CA 95476, USA.
Are there other Edward Jones financial advisors near Matt E Harrelson's office?
Yes, Edward Jones - Financial Advisor: Jeff Reilly, AAMS® is nearby and can also provide financial advisory services.
What fitness centers are near Edward Jones - Financial Advisor: Matt E Harrelson?
Nearby gyms include The Fitness Factory and Sonoma Fit, which also offers yoga and sports recreation, ideal if you want to exercise before or after your visit.
What dining options are available near Edward Jones - Financial Advisor: Matt E Harrelson?
You can visit nearby restaurants such as Amigos Grill & Cantina, Plaza Tequila, and Mi Ranchito Sonoma for a meal before or after your financial appointment.
Are there convenient amenities like AT&T or bank ATMs near Edward Jones - Financial Advisor: Matt E Harrelson?
Yes, an AT&T Store and a Bank of America ATM are nearby, which can be convenient for your mobile or banking needs when visiting.