Edward Jones - Financial Advisor: Jonathan A Polkinghorn

★★★★★5.0 (1) Financial Services Santa Rosa

Business details

Category
Financial Services · Financial consultant, Investment service
Address
3550 Round Barn Blvd Ste 207, Santa Rosa, CA 95403
Phone
(707) 546-4211
Website
edwardjones.com
County
Sonoma County

Hours

  • Monday: 8:30 AM–4:30 PM
  • Tuesday: 8:30 AM–4:30 PM
  • Wednesday: 8:30 AM–4:30 PM
  • Thursday: 8:30 AM–4:30 PM
  • Friday: 8:30 AM–4:30 PM
  • Saturday: Closed
  • Sunday: Closed

About

Whether you need help planning for retirement or building savings for the long term, Edward Jones - Financial Advisor: Jonathan A Polkinghorn offers investment and financial guidance tailored to you. Our practice serves individuals and families across Santa Rosa and Sonoma County, taking the time to learn your goals before recommending any next step.

We focus on advice that fits your situation, and we only suggest moves we believe will genuinely help you move forward. Our work covers investment services and financial planning, with a clear focus on clients who value a steady, relationship-based approach.

We aim to make working with us straightforward and comfortable, so you always understand the reasoning behind each recommendation.

Book your appointment through our booking page to start a conversation about your financial future.