Business Details
About
Investment Service
Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.
Location
Edward Jones - Financial Advisor: Peter Monteleone
545 Third St West, Sonoma, CA
95476, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Peter Monteleone
What services does Edward Jones - Financial Advisor: Peter Monteleone offer?
They provide financial advising, investment management, investment funds, and stock broker services.
Where is Edward Jones - Financial Advisor: Peter Monteleone located?
The office is located at 545 Third St West, Sonoma, CA 95476, USA.
How can I schedule an appointment with Peter Monteleone?
You can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/peter-monteleone/contact/.
What are the business hours, especially on weekends?
They are open by appointment only on Saturdays.
Which languages are spoken at this Edward Jones office?
English is the primary language spoken.
Does Edward Jones - Financial Advisor: Peter Monteleone have a mobile app for easier access?
Yes, their app is available on Android and iOS platforms.
What specialties does Edward Jones - Financial Advisor: Peter Monteleone have?
They specialize in 401(k) rollovers, Roth IRA, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
What nearby places can I visit for beauty and spa services before or after my appointment?
You can visit Skin Secrets, Freshair, or Grapevine Skin Care and Waxing, all offering beauty and spa services near the area.
Are there any wellness or massage centers near Edward Jones - Financial Advisor: Peter Monteleone?
Yes, Sonoma Therapeutic Massage, Therapeutic Touch, and Massage and Skincare by Kassandra are nearby wellness and massage centers to consider.
What nearby facilities can assist me with health or medical needs around the Edward Jones office?
Providence Medical Group Sonoma - Cardiology, Sonoma Dental, and Full Circle Wellness are accessible nearby for health and medical services.