Edward Jones - Financial Advisor: Joe Trevino, CFP®|CEPA®|AAMS®
Business details
- Category
- Financial Services · Financial consultant, Investment service
- Address
- 370 Highland Ave Suite 202, Piedmont, CA 94611
- Phone
- (510) 462-7384
- Website
- edwardjones.com
- County
- Alameda County
Hours
- Monday: 8 AM–4 PM
- Tuesday: 8 AM–4 PM
- Wednesday: 8 AM–4 PM
- Thursday: 8 AM–4 PM
- Friday: 8 AM–1 PM
- Saturday: Closed
- Sunday: Closed
About
Clear guidance, steady planning, and personal attention: that's what we offer at Edward Jones - Financial Advisor: Joe Trevino, CFP®|CEPA®|AAMS®. We are a financial advisory practice serving clients in Piedmont and across Alameda County.
Our services center on investment planning, helping you build and manage a portfolio that fits your goals, timeline and comfort with risk. We work with individuals and families to think through the bigger financial decisions, from saving and investing to planning for the future.
Our approach is to listen first, explain our recommendations in plain language, and stay in touch as your circumstances change.
If you'd like to talk through your situation, you can book a consultation through our booking page.
Our services center on investment planning, helping you build and manage a portfolio that fits your goals, timeline and comfort with risk. We work with individuals and families to think through the bigger financial decisions, from saving and investing to planning for the future.
Our approach is to listen first, explain our recommendations in plain language, and stay in touch as your circumstances change.
If you'd like to talk through your situation, you can book a consultation through our booking page.