Edward Jones - Financial Advisor: BJ Bertacco, CEPA®|AWMA®|CRPS™
Business details
- Category
- Financial Services · Financial consultant, Investment service
- Address
- 7182 Healdsburg Ave Ste A, Sebastopol, CA 95472
- Phone
- (707) 823-4708
- Website
- edwardjones.com
- County
- Sonoma County
Hours
- Monday: 8:30 AM–5 PM
- Tuesday: 8:30 AM–5 PM
- Wednesday: 8:30 AM–5 PM
- Thursday: 8:30 AM–5 PM
- Friday: 8:30 AM–1 PM
- Saturday: Closed
- Sunday: Closed
About
Edward Jones - Financial Advisor: BJ Bertacco, CEPA®|AWMA®|CRPS™ offers personal guidance, investment planning, and retirement strategies for individuals and families in Sebastopol and across Sonoma County. Our practice focuses on helping clients build a financial plan that fits their goals, whether they are saving for the future, investing for growth, or preparing for retirement.
We work with clients in the Sebastopol area and throughout the North Bay to understand their priorities and explain each step in clear, everyday terms. Our advisory services are built around listening first, so every recommendation reflects your own situation and comfort with risk.
We aim to be a steady, approachable resource you can rely on as your needs change over time.
Book through our booking page to schedule a conversation with us.
We work with clients in the Sebastopol area and throughout the North Bay to understand their priorities and explain each step in clear, everyday terms. Our advisory services are built around listening first, so every recommendation reflects your own situation and comfort with risk.
We aim to be a steady, approachable resource you can rely on as your needs change over time.
Book through our booking page to schedule a conversation with us.