Edward Jones - Financial Advisor: Puja Markus, CFP®|ChFC®|AAMS®
Business details
- Category
- Financial Services · Financial consultant, Investment service
- Address
- 3021 Citrus Cir Ste 275, Walnut Creek, CA 94598
- Phone
- (925) 935-1149
- Website
- edwardjones.com
- County
- Contra Costa 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–3 PM
- Saturday: Closed
- Sunday: Closed
About
Edward Jones - Financial Advisor: Puja Markus, CFP®|ChFC®|AAMS® brings personal financial and retirement planning guidance to Walnut Creek and the surrounding Contra Costa County community. Our advisor takes complex financial topics and explains them in plain language, so you always know what your options are and why they matter.
Many of the people we work with are navigating a major life transition, and we understand that these moments call for patience, empathy and a steady hand. We treat every client like family, supporting you through each decision and helping you build a clear, practical plan for wealth-building and retirement.
Whether you are just starting to think about retirement or ready to take your next step, we are here to help you move forward with confidence.
Book through our booking page.
Many of the people we work with are navigating a major life transition, and we understand that these moments call for patience, empathy and a steady hand. We treat every client like family, supporting you through each decision and helping you build a clear, practical plan for wealth-building and retirement.
Whether you are just starting to think about retirement or ready to take your next step, we are here to help you move forward with confidence.
Book through our booking page.