Edward Jones - Financial Advisor: Jeffrey R Bohn
Business details
- Category
- Financial Services · Financial consultant, Investment service
- Address
- 5980 Stoneridge Dr Ste 104, Pleasanton, CA 94588
- Phone
- (925) 225-1055
- Website
- edwardjones.com
- County
- Alameda 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
At Edward Jones - Financial Advisor: Jeffrey R Bohn, we help individuals and families in Pleasanton and across Alameda County work toward their financial goals with clear, personalized guidance. We offer investment and financial planning services, helping clients build and manage their portfolios with a long-term view.
Our work centers on understanding each client's priorities, whether that means saving for retirement, growing investments or planning for the future. As part of the Edward Jones network, we bring a broad range of investment services together with a focus on steady, relationship-based advice.
We're happy to talk through your options and answer your questions, so you can decide with confidence.
To get started, book a conversation through our booking page.
Our work centers on understanding each client's priorities, whether that means saving for retirement, growing investments or planning for the future. As part of the Edward Jones network, we bring a broad range of investment services together with a focus on steady, relationship-based advice.
We're happy to talk through your options and answer your questions, so you can decide with confidence.
To get started, book a conversation through our booking page.