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: Todd Simonson, CFP®|AAMS®
133 Old Wards Ferry Rd, Sonora, CA
95370, United States
Hours
Reviews
5.0
2 reviews
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- JBJoe BloomNov 1, 20235.0Awesome service
Frequently Asked Questions About Edward Jones - Financial Advisor: Todd Simonson, CFP®|AAMS®
What types of financial services does Edward Jones - Financial Advisor: Todd Simonson provide?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Todd Simonson located?
The office is located at 133 Old Wards Ferry Rd, Suite J, Sonora, CA 95370, USA.
What are the office hours for Edward Jones - Financial Advisor: Todd Simonson?
The office is open Monday through Friday from 8:00 AM to 4:00 PM and closed on weekends.
How can I contact Edward Jones - Financial Advisor: Todd Simonson?
You can contact the office by phone at +1 209-533-1307 or by email at todd.simonson@edwardjones.com.
Is Edward Jones - Financial Advisor: Todd Simonson available for consultations in English?
Yes, the financial advisor communicates in English.
How can I make an appointment with Edward Jones - Financial Advisor: Todd Simonson?
Appointments can be scheduled through their reservation website: https://www.edwardjones.com/us-en/financial-advisor/todd-simonson/contact/
Are there any nearby places where I can grab a coffee before or after my meeting at Edward Jones?
Yes, Starbucks is located nearby, offering a great place to enjoy coffee before or after your visit to Edward Jones.
What shopping options are available near Edward Jones - Financial Advisor: Todd Simonson?
Crossroads Shopping Center and Walmart Sonora are nearby shopping locations where you can shop conveniently before or after your appointment.
Are there any real estate services near Edward Jones office?
Yes, several real estate agents and services like Berkshire Hathaway HomeServices Drysdale Properties, Penny Wang, Kevin Lesley, and Berit Brown are located nearby, which could be helpful if you are interested in property investment guidance.
Does Edward Jones have any mobile apps for convenient access to services?
Yes, Edward Jones offers mobile apps available on Android and iOS platforms for easy access to your investment accounts and financial advice.