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: Matthew G Lightner, CFP®|AAMS®
255 West Napa Street, Sonoma, CA
95476, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Matthew G Lightner, CFP®|AAMS®
What services does Edward Jones - Financial Advisor: Matthew G Lightner provide?
Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient strategies, and face-to-face financial advice tailored to client goals.
What are the regular business hours for Edward Jones in Sonoma, CA?
The office is open Monday through Thursday from 8:00 AM to 4:00 PM and is closed on Fridays, Saturdays, and Sundays except by appointment on Fridays.
How can I schedule an appointment with Matthew G Lightner at Edward Jones?
Appointments can be scheduled via the online contact page at https://www.edwardjones.com/us-en/financial-advisor/matthew-lightner/contact/.
Is Edward Jones - Financial Advisor: Matthew G Lightner available for consultations in multiple languages?
The services are offered in English.
What is the contact phone number and email for Edward Jones in Sonoma?
You can reach Edward Jones at +1 707-938-8585 or email matthew.lightner@edwardjones.com.
Where is Edward Jones - Financial Advisor: Matthew G Lightner located?
The office is located at 255 West Napa Street, Suite B, Sonoma, CA 95476, USA.
Are there any nearby financial or accounting services around Edward Jones?
Yes, nearby financial services include Amanda Johnson, E.A., a trusted accountant and financial service, which might be useful for your complementary accounting or tax needs.
What nearby places can I visit for wellness or fitness after a meeting at Edward Jones?
You can visit Sonoma Shambhala Meditation Center for meditation, Blaze Fitness Studios for fitness activities, or Chi Acupressure for massage and traditional Chinese medicine.
Are there any dining options near Edward Jones where clients might grab a meal before or after their appointment?
Nearby dining options include Bangkok 9 for Thai cuisine, Black Bear Diner for American breakfast and brunch, Sourdough and co. for sandwiches, and Darling for ice cream and smoothies.
Does Edward Jones offer digital apps for managing investments?
Yes, Edward Jones provides a mobile app available on both Android and iOS platforms to help manage your investments conveniently.