Edward Jones - Financial Advisor: Peter Monteleone, CEPA®
Business details
- Category
- Financial Services · Financial consultant, Investment service
- Address
- 545 3rd St W, Sonoma, CA 95476
- Phone
- (707) 934-9090
- Website
- edwardjones.com
- County
- Sonoma County
About
At Edward Jones - Financial Advisor: Peter Monteleone, CEPA®, we help Sonoma families and individuals plan for their financial goals with personal guidance on investing and retirement. We work with clients across Sonoma and Sonoma County, offering financial consulting and investment services tailored to each person's situation.
Our role is to listen first, understand what matters most to you, and build a clear strategy that you can follow with confidence. We bring a long-term perspective to every relationship, helping you make steady progress toward the future you want.
Whether you are just starting to save or are approaching retirement, we are here to answer your questions and explain your options in plain language.
Book a consultation through our booking page to get started.
Our role is to listen first, understand what matters most to you, and build a clear strategy that you can follow with confidence. We bring a long-term perspective to every relationship, helping you make steady progress toward the future you want.
Whether you are just starting to save or are approaching retirement, we are here to answer your questions and explain your options in plain language.
Book a consultation through our booking page to get started.