Edward Jones - Financial Advisor: Aleia Coate, ChFC®
Business details
- Category
- Financial Services · Financial consultant, Investment service
- Address
- 105 Morris St Ste 120, Sebastopol, CA 95472
- Phone
- (707) 634-7512
- Website
- edwardjones.com
- County
- Sonoma County
Hours
- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–5 PM
- Thursday: 9 AM–5 PM
- Friday: 9 AM–3 PM
- Saturday: Closed
- Sunday: Closed
About
At Edward Jones - Financial Advisor: Aleia Coate, ChFC®, we help individuals and families in Sebastopol and across Sonoma County build a clearer path toward their financial goals. We offer personal investment and financial planning services, guiding clients through decisions about saving, investing and planning for the future.
Our approach is built around getting to know each client and their priorities, so the advice we give fits their own circumstances. We focus on clear, straightforward conversations that help you understand your options at every stage.
Whether you are just starting to plan or looking to review an existing strategy, we are here to help you move forward with confidence.
To schedule a conversation, book through our booking page.
Our approach is built around getting to know each client and their priorities, so the advice we give fits their own circumstances. We focus on clear, straightforward conversations that help you understand your options at every stage.
Whether you are just starting to plan or looking to review an existing strategy, we are here to help you move forward with confidence.
To schedule a conversation, book through our booking page.