Edward Jones - Financial Advisor: Matthew Walls, CFP®|CEPA®|AWMA®
Business details
- Category
- Financial Services · Financial consultant, Investment service
- Address
- 3550 Round Barn Blvd Ste 205, Santa Rosa, CA 95403
- Phone
- (707) 293-9491
- 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–4:30 PM
- Saturday: Closed
- Sunday: Closed
About
Edward Jones - Financial Advisor: Matthew Walls is a financial advisory practice in Santa Rosa focused on helping individuals, families and business owners plan and grow their investments for retirement and beyond. We take the time to get to know each client's family, goals and circumstances so that every recommendation fits where you are today and where you hope to go.
Our approach is structured and disciplined, with a strong focus on tax-conscious strategies that aim to support growth while limiting unnecessary tax exposure. We believe in honest, transparent guidance, clearly explaining both the opportunities and the risks so you can make decisions with confidence.
Clients across Santa Rosa and Sonoma County tell us they appreciate that we answer every question patiently and never talk down to them, whatever their level of experience. Whether you are just starting to invest or refining a long-term plan, we would welcome the chance to meet with you.
Book a consultation through our booking page.
Our approach is structured and disciplined, with a strong focus on tax-conscious strategies that aim to support growth while limiting unnecessary tax exposure. We believe in honest, transparent guidance, clearly explaining both the opportunities and the risks so you can make decisions with confidence.
Clients across Santa Rosa and Sonoma County tell us they appreciate that we answer every question patiently and never talk down to them, whatever their level of experience. Whether you are just starting to invest or refining a long-term plan, we would welcome the chance to meet with you.
Book a consultation through our booking page.