Edward Jones - Financial Advisor: Tim Carroll

★★★★★5.0 (8) Financial Services Santa Rosa

Business details

Category
Financial Services · Financial consultant, Investment service
Address
3550 Round Barn Blvd Ste 205, Santa Rosa, CA 95403
Phone
(707) 543-1702
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–5 PM
  • Saturday: Closed
  • Sunday: Closed

About

Edward Jones - Financial Advisor: Tim Carroll brings personal investment guidance and financial planning to Santa Rosa and Sonoma County. Clients often come to us for help organizing their finances and growing their savings, and we start by listening closely to their goals so we can build a clear, practical plan around their situation.

Education is at the heart of how we work, so we take the time to walk through each option and explain it in plain terms until it makes sense. We also help families protect what they have built, including life insurance planning for young households, especially as they buy their first home.

Our approach is honest and communicative, and we keep our clients' best interests at the center of every recommendation.

If you're ready to talk through your financial goals, book a time through our booking page.