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Edward Jones - Financial Advisor: Katherine Wells - Petaluma, California

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 1301 Redwood Way Suite 245, Petaluma, CA 94954.
Phone: 077949930.
Website: edwardjones.com
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Edward Jones - Financial Advisor: Katherine Wells

Edward Jones - Financial Advisor: Katherine Wells 1301 Redwood Way Suite 245, Petaluma, CA 94954

☎️077949930

⏰ Open Hours of Edward Jones - Financial Advisor: Katherine Wells

  • 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

Edward Jones - Financial Advisor: Katherine Wells

Located at 1301 Redwood Way Suite 245, Petaluma, CA 94954, Edward Jones - Financial Advisor: Katherine Wells is a top-rated financial services firm offering a wide range of services, including financial consulting, brokerage, investment solutions, and stock market guidance. Their office is wheelchair accessible, ensuring convenience for all clients. It is recommended to book an appointment prior to your visit.

About Katherine Wells

Katherine Wells, the esteemed financial advisor, is known for her in-depth knowledge and professionalism. Along with her dedicated office team, she excels in understanding clients' needs and offering tailored solutions. Her commitment to the local community through volunteer work further highlights her exemplary business persona in Petaluma.

Specialties

  • Financial consultant: Offering personalized financial planning and advice.
  • Finance broker: Assisting clients in managing their financial portfolios.
  • Investment service: Providing comprehensive investment solutions.
  • Stock broker: Offering expert guidance on the stock market.

Points of Interest

  • Wheelchair accessible parking lot
  • Wheelchair accessible restroom
  • Restroom
  • Appointments recommended

Reviews and Average Opinion

This company has garnered 2 reviews on Google My Business, with an impressive average rating of 5/5. Clients appreciate Katherine Wells' extensive knowledge, professionalism, and her ability to match products to individual needs. The dedication of her team and their commitment to the local community are also highly praised.

Contact Information

You can reach Edward Jones - Financial Advisor: Katherine Wells by phone at 077949930 or visit their website at edwardjones.com.

Final Recommendation

For those seeking top-notch financial services in Petaluma, Edward Jones - Financial Advisor: Katherine Wells is a prime choice. Her expertise, personalized approach, and dedication to the community make her stand out in the industry. We highly recommend contacting Katherine Wells and her team through their website or by calling the provided number to discuss your financial goals and start your journey towards financial success.

👍 Reviews of Edward Jones - Financial Advisor: Katherine Wells

Edward Jones - Financial Advisor: Katherine Wells - Petaluma, California
nancy S.
5/5

Katherine Wells is very knowledgeable and professional. She and her office Team are excellent listeners and match the product to the client needs. I appreciate all the volunteer work she does in her local community as well. She is an exemplary business woman in Petaluma.

Edward Jones - Financial Advisor: Katherine Wells - Petaluma, California
Heidi B.
5/5

I have worked with Katherine and Sharon and have always had excellent and timely service. When I have a question Katherine provides comprehensive research and allows me to make my own decision. I appreciate that Katherine was willing to help me before I had any real money to invest-I wasn't too small (I had been turned away by other advisors because I didn't have enough to make it worth their time) I do now and Katherine will always be my advisor.

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