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: Alexis D Simonson, CFP®|AAMS®
133 Old Wards Ferry Rd, Sonora, CA
95370, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Alexis D Simonson, CFP®|AAMS®
What services does Edward Jones - Financial Advisor: Alexis D Simonson offer?
They offer financial advising, investment management, investment funds, and stock brokerage services.
Where is Edward Jones - Financial Advisor: Alexis D Simonson located?
The office is located at 133 Old Wards Ferry Rd, Suite J, Sonora, CA 95370, USA.
How can I schedule an appointment with Alexis D Simonson?
You can schedule an appointment by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/alexis-simonson/contact/.
What financial specialties does Alexis D Simonson focus on?
Specialties include 401(k) rollovers, Roth IRA, 529 college savings plan, life insurance, SEP IRAs, and traditional IRAs.
Is Edward Jones - Financial Advisor: Alexis D Simonson currently open for business?
Yes, the office is currently open and accepting clients.
What languages are spoken at the Edward Jones office?
The primary language spoken is English.
Where can I find more information about IRAs from Edward Jones?
You can learn more about IRAs on the official Edward Jones site: https://www.edwardjones.com/us-en/market-news-insights/retirement/iras.
Are there any coffee shops near Edward Jones - Financial Advisor: Alexis D Simonson?
Yes, Starbucks is nearby, a convenient place to grab coffee before or after your appointment.
Which real estate agents are close to Edward Jones?
Nearby real estate agents include Berkshire Hathaway HomeServices Drysdale Properties, Penny Wang, Kevin Lesley with Berkshire Hathaway HomeServices, Tuolumne Homes, and Berit Brown from Sierra Foothills Real Estate.
What entertainment options are near Edward Jones in Sonora?
Nearby entertainment includes Regal Sonora drive-in theater, a great option to enjoy a movie before or after your visit.