Edward Jones - Financial Advisor: Louis Wellmeier, CEPA®
Business details
- Category
- Financial Services · Financial consultant, Investment service
- Address
- 4000 Bridgeway #103, Sausalito, CA 94965
- Phone
- (628) 269-0911
- Website
- edwardjones.com
- County
- Marin 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–4 PM
- Saturday: Closed
- Sunday: Closed
About
Edward Jones - Financial Advisor: Louis Wellmeier, CEPA® brings personal financial guidance and investment services to Sausalito and Marin County. Our office helps individuals and families with investment planning, stock and bond trading, and building a long-term approach to their financial goals.
We work closely with each client to understand their priorities, whether that means saving for retirement, managing investments, or planning for the years ahead. Our focus is on clear, straightforward advice and taking the time to answer questions, so clients can feel confident in their decisions.
We serve clients across Sausalito and the wider Marin County community.
To get started, book a consultation through our booking page.
We work closely with each client to understand their priorities, whether that means saving for retirement, managing investments, or planning for the years ahead. Our focus is on clear, straightforward advice and taking the time to answer questions, so clients can feel confident in their decisions.
We serve clients across Sausalito and the wider Marin County community.
To get started, book a consultation through our booking page.