Edward Jones - Financial Advisor: Erika Lockwood, CFP®
Business details
- Category
- Financial Services · Financial consultant, Investment service
- Address
- 1625 Terrace Way Ste B, Santa Rosa, CA 95404
- Phone
- (707) 575-0209
- Website
- edwardjones.com
- County
- Sonoma County
Hours
- Monday: 8 AM–4:30 PM
- Tuesday: 8 AM–4:30 PM
- Wednesday: 8 AM–4:30 PM
- Thursday: 8 AM–4:30 PM
- Friday: 8 AM–4:30 PM
- Saturday: Closed
- Sunday: Closed
About
Clear guidance, thoughtful planning and personal attention, and that's what we offer at Edward Jones - Financial Advisor: Erika Lockwood, CFP®. We're a financial advisory practice serving Santa Rosa and clients across Sonoma County, helping individuals plan for their financial goals with investment services and stock brokerage support.
Our work centers on building a relationship with each client, taking time to understand their priorities and tailoring a plan to fit where they are today and where they want to go. As a CFP® professional, we bring a certified planning perspective to every conversation, so you can feel confident about the decisions ahead.
Clients across the North Bay trust us to keep their goals in view and to explain each step along the way.
To start a conversation about your financial future, book through our website.
Our work centers on building a relationship with each client, taking time to understand their priorities and tailoring a plan to fit where they are today and where they want to go. As a CFP® professional, we bring a certified planning perspective to every conversation, so you can feel confident about the decisions ahead.
Clients across the North Bay trust us to keep their goals in view and to explain each step along the way.
To start a conversation about your financial future, book through our website.