Edward Jones - Financial Advisor
Business details
- Category
- Financial Services · Financial consultant, Financial audit, Financial planner, Investment service
- Address
- 195 San Marin Dr, Novato, CA 94945
- Website
- edwardjones.com
- County
- Marin County
About
Looking for financial planning and investment guidance in Novato? Edward Jones - Financial Advisor offers personal financial planning, investment services and stock brokerage for individuals and families in Novato and across Marin County.
Our advisors work with clients to understand their goals, whether that means saving for retirement, planning for education or building a long-term investment strategy. We take a steady, relationship-focused approach, meeting with you regularly so your plan keeps pace with changes in your life and the markets.
Our team also provides financial audits and reviews to help you see where your finances stand today and what adjustments may help. Whether you are just starting to plan or are refining an existing portfolio, we are happy to talk through your options.
Visit our website to learn more about our services and get in touch with an advisor.
Our advisors work with clients to understand their goals, whether that means saving for retirement, planning for education or building a long-term investment strategy. We take a steady, relationship-focused approach, meeting with you regularly so your plan keeps pace with changes in your life and the markets.
Our team also provides financial audits and reviews to help you see where your finances stand today and what adjustments may help. Whether you are just starting to plan or are refining an existing portfolio, we are happy to talk through your options.
Visit our website to learn more about our services and get in touch with an advisor.