Edward Jones - Financial Advisor: Krista Neary
Business details
- Category
- Financial Services · Financial consultant, Investment service
- Address
- 574 E Cotati Ave, Cotati, CA 94931
- Phone
- (707) 665-5427
- Website
- edwardjones.com
- County
- Sonoma County
Hours
- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–5 PM
- Thursday: 9 AM–5 PM
- Friday: 9 AM–3 PM
- Saturday: Closed
- Sunday: Closed
About
Whether you need help planning for retirement or building savings for your family's future, Edward Jones - Financial Advisor: Krista Neary offers investment and financial guidance tailored to you. Our office serves clients in Cotati and across Sonoma County, helping individuals and families make sense of their options and set goals they can work toward over time.
We provide investment services, including stock and securities guidance, and we work closely with each client to understand their priorities before recommending a path forward. Our approach is built on getting to know you personally, so the strategies we discuss fit your circumstances rather than a one-size-fits-all plan.
To start a conversation, book through our contact page, or stop by to meet with us.
We provide investment services, including stock and securities guidance, and we work closely with each client to understand their priorities before recommending a path forward. Our approach is built on getting to know you personally, so the strategies we discuss fit your circumstances rather than a one-size-fits-all plan.
To start a conversation, book through our contact page, or stop by to meet with us.