Edward Jones - Financial Advisor: Terry Kotsatos, CFP®|ChFC®
Business details
- Category
- Financial Services · Financial consultant, Investment service
- Address
- 1301 Solano Ave Suite 201, Albany, CA 94706
- Phone
- (510) 237-3495
- Website
- edwardjones.com
- County
- Alameda County
Hours
- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–5 PM
- Thursday: 9 AM–5 PM
- Friday: 9 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
For financial planning and investment guidance in Albany, Edward Jones - Financial Advisor: Terry Kotsatos, CFP®|ChFC® is here to help. We are a financial advisory practice serving individuals and families in Albany and across Alameda County, helping them work toward their long-term financial goals.
Our work centers on investment services and personal financial guidance, with clients who value a clear, step-by-step approach to their plans. Clients consistently tell us they appreciate how professional and responsive we are, and we take that feedback to heart in every conversation.
Whether you are just getting started or refining an existing strategy, we aim to make each step easy to understand.
Book a consultation through our booking page.
Our work centers on investment services and personal financial guidance, with clients who value a clear, step-by-step approach to their plans. Clients consistently tell us they appreciate how professional and responsive we are, and we take that feedback to heart in every conversation.
Whether you are just getting started or refining an existing strategy, we aim to make each step easy to understand.
Book a consultation through our booking page.