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: Joe Trotter, CFP®
#7 East Main St, Winters, CA
95694, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Joe Trotter, CFP®
What investment services does Edward Jones - Financial Advisor: Joe Trotter offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual goals.
What are the operating hours of Edward Jones - Financial Advisor: Joe Trotter?
The office is open Monday to Friday from 8:00 AM to 4:00 PM and closed on Saturdays and Sundays.
How can I book a consultation with Joe Trotter at Edward Jones?
You can schedule a consultation through their contact page at https://www.edwardjones.com/us-en/financial-advisor/joe-trotter/contact/.
Where is Edward Jones - Financial Advisor: Joe Trotter located?
Their office is located at #7 East Main St, Suite E, Winters, CA 95694, USA.
What languages are spoken at Edward Jones - Financial Advisor: Joe Trotter's office?
Services are offered in English.
Who is the main contact person at this Edward Jones office and how can I reach them?
Joe Trotter, CFP® is the financial advisor, and you can contact him via phone at +1 530-795-3929 or email at joe.trotter@edwardjones.com.
What nearby establishments can I visit for dining after a meeting at Edward Jones?
After your visit, you can enjoy meals at nearby restaurants like Ficelle, Carboni's Ristorante (Italian), Buckhorn Steakhouse (American), or relax at Main Street Cellars wine bar and Steady Eddy's Coffee House café.
Are there any nearby art galleries or cultural spots around Edward Jones in Winters?
Yes, you can explore nearby art spots such as Clayground, Bridging Time Gallery and Antiques, Eyelet and Indigo boutique, and the Downtown Winters Historic District which includes museums and landmarks.
What nearby recreational locations can I visit near Edward Jones - Financial Advisor?
Nearby recreational spots include Rotary Park and Lake Solano, great for nature walks and outdoor activities before or after your appointment.
How can nearby real estate agents and services benefit a client visiting Edward Jones?
With Stocking Real Estate Team, Realty World Camelot Winters, and REALTY WORLD- Camelot Winters, Inc nearby, clients interested in property investments or financial planning for real estate can conveniently coordinate their financial and property decisions.