Edward Jones - Financial Advisor: Umberto Leone, CFP®|CAP®|ChSNC®|AAMS®
Business details
- Category
- Financial Services · Financial consultant, Investment service
- Address
- 2485 Salvio St, Concord, CA 94520
- Phone
- (925) 798-4946
- Website
- edwardjones.com
- County
- Contra Costa County
Hours
- Monday: 8 AM–5 PM
- Tuesday: 8 AM–5 PM
- Wednesday: 8 AM–5 PM
- Thursday: 8 AM–5 PM
- Friday: 8 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
At Edward Jones - Financial Advisor: Umberto Leone, CFP®|CAP®|ChSNC®|AAMS®, we help Concord and families across the East Bay plan and manage their investments with a steady, personal approach. We offer investment services and stock brokerage, guiding clients through decisions about their long-term financial goals.
Our clients value a friendly, attentive office that goes above and beyond, and many have trusted us with their accounts for years. We check in regularly, every few months, to make sure every client is taken care of and that any concerns or changing needs are addressed.
Our team, Umberto and Patty, is committed to building lasting relationships built on helpfulness and follow-through.
To start a conversation about your financial goals, book through our website.
Our clients value a friendly, attentive office that goes above and beyond, and many have trusted us with their accounts for years. We check in regularly, every few months, to make sure every client is taken care of and that any concerns or changing needs are addressed.
Our team, Umberto and Patty, is committed to building lasting relationships built on helpfulness and follow-through.
To start a conversation about your financial goals, book through our website.