Edward Jones - Financial Advisor: Meredeth A Bertacco, CFP®
Business details
- Category
- Financial Services · Financial consultant, Investment service
- Address
- 7182 Healdsburg Ave Ste A, Sebastopol, CA 95472
- Phone
- (707) 823-4708
- Website
- edwardjones.com
- County
- Sonoma County
Hours
- Monday: 8:30 AM–5 PM
- Tuesday: 8:30 AM–5 PM
- Wednesday: 8:30 AM–5 PM
- Thursday: 8:30 AM–5 PM
- Friday: 8:30 AM–1 PM
- Saturday: Closed
- Sunday: Closed
About
Sonoma County families and small business owners turn to Edward Jones - Financial Advisor: Meredeth A Bertacco, CFP® for personal and business financial guidance that is easy to understand and built around their long-term goals. Our practice in Sebastopol serves clients across Sonoma County and the North Bay, handling both personal and business finances.
We take the time to explain each step of the process clearly, so you always know where your money stands and why. Our team is knowledgeable, trustworthy, and down-to-earth, and we keep clients updated regularly and respond promptly to questions.
Many of our clients refer their own family and friends to us because they feel genuinely cared for and supported beyond the basics. Whether you are planning for retirement, managing investments, or looking after a family business, we would welcome the chance to help.
Book through our booking page.
We take the time to explain each step of the process clearly, so you always know where your money stands and why. Our team is knowledgeable, trustworthy, and down-to-earth, and we keep clients updated regularly and respond promptly to questions.
Many of our clients refer their own family and friends to us because they feel genuinely cared for and supported beyond the basics. Whether you are planning for retirement, managing investments, or looking after a family business, we would welcome the chance to help.
Book through our booking page.