Edward Jones - Financial Advisor: Mark P Dunn, CFP®|ChFC®|CPWA®|CEPA®|CLU®|RICP®|ABFP®|AAMS®|CRPC™|AWMA®|CRPS™|CSRIC®

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

Business details

Category
Financial Services · Financial consultant, Investment service
Address
1151 Yulupa Ave, Santa Rosa, CA 95405
Phone
(707) 576-1518
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

At Edward Jones - Financial Advisor: Mark P Dunn, we help Santa Rosa and Sonoma County families plan with confidence for retirement, taxes and long-term investing. We offer financial planning and investment guidance for individuals and families, including help managing 401(k)s, IRAs and an understanding of how the stock market works.

Our clients often tell us how knowledgeable and well-prepared we are, and how much we care about their best interests. We take the time to explain each step, answer questions patiently and keep you informed, so you can feel genuinely on track for the future.

Clients from Sonoma and Marin counties trust us to be a steady, dependable partner in their financial planning.

Visit the our website or Book through our booking page to start a conversation about your goals.