Edward Jones - Financial Advisor: Katherine Wells

★★★★★5.0 (2) Financial Services Petaluma

Business details

Category
Financial Services · Financial consultant, Investment service
Address
1301 Redwood Way Suite 245, Petaluma, CA 94954
Phone
(707) 794-9930
Website
edwardjones.com
County
Sonoma County

Hours

  • Monday: 9 AM–4:30 PM
  • Tuesday: 9 AM–4:30 PM
  • Wednesday: 9 AM–4:30 PM
  • Thursday: 9 AM–4:30 PM
  • Friday: 9 AM–3 PM
  • Saturday: Closed
  • Sunday: Closed

About

Whether you need help planning for retirement or guidance on growing savings, Edward Jones - Financial Advisor: Katherine Wells offers investment and financial planning services tailored to you. We are a local financial advisory practice in Petaluma, serving families and individuals across Sonoma County.

Our team takes the time to listen closely to your goals, then matches investment choices to your needs. When you have a question, we provide thorough research and give you the information to make your own confident decisions.

We welcome clients at every stage, including those just starting to invest, and we are glad to help you take the next step.

Book through our booking page to start the conversation.