Edward Jones - Financial Advisor: Dean Stein, ChFC®|CEPA®|AAMS®
Business details
- Category
- Financial Services · Financial consultant, Investment service
- Address
- 10 Maple St Ste 301, Sonoma, CA 95476
- Phone
- (707) 935-1085
- Website
- edwardjones.com
- County
- Sonoma County
Hours
- Monday: 8:30 AM–4:30 PM
- Tuesday: 8:30 AM–4:30 PM
- Wednesday: 8 AM–4:30 PM
- Thursday: 8 AM–4:30 PM
- Friday: 8:30 AM–2 PM
- Saturday: Closed
- Sunday: Closed
About
Looking for financial planning and investment guidance in Sonoma? Edward Jones - Financial Advisor: Dean Stein, ChFC®|CEPA®|AAMS® offers personal financial advice and investment services to individuals and families.
We are a financial advisory practice based in Sonoma, serving clients across Sonoma County and the North Bay. Our work centers on helping you understand your goals and build a plan to reach them, whether that means investing for retirement, saving for the future, or managing the assets you already have.
Our advisor holds professional designations in financial planning and retirement planning, so you can expect guidance grounded in recognized training. We take the time to listen, explain each recommendation clearly, and check in as your circumstances change.
To schedule a consultation, book through our booking page.
We are a financial advisory practice based in Sonoma, serving clients across Sonoma County and the North Bay. Our work centers on helping you understand your goals and build a plan to reach them, whether that means investing for retirement, saving for the future, or managing the assets you already have.
Our advisor holds professional designations in financial planning and retirement planning, so you can expect guidance grounded in recognized training. We take the time to listen, explain each recommendation clearly, and check in as your circumstances change.
To schedule a consultation, book through our booking page.