Edward Jones - Financial Advisor: Todd Simonson, CFP®|AAMS™ - Sonora, California

Discover Exceptional Financial Guidance with Todd Simonson

When it comes to navigating the complex world of finance, having a reliable advisor is crucial. At Edward Jones - Financial Advisor: Todd Simonson, CFP®|AAMS™, located at 133 Old Wards Ferry Rd Ste. J, Sonora, CA 95370, United States, you're in good hands. With an accessible phone number: 209-533-1307 and an inviting wheelchair-accessible car park and facilities, Todd Simonson ensures that everyone can receive the personalized financial advice they need.

Features and Specialties

Todd Simonson stands out as a financial consultant, finance broker, and investment service provider. His expertise spans across various financial services, including stock broking, making him a versatile asset for individuals looking to manage or grow their wealth. His credentials as a CFP® (Certified Financial Planner) and AAMS™ (Advanced Equity Management Specialist) underscore his commitment to professionalism and continuous education in the field.

Location and Accessibility

Conveniently situated in Sonora, CA, Edward Jones offers a welcoming environment for clients. The office is not only easily reachable but also fully wheelchair-accessible, ensuring that comfort and accessibility are prioritized. For those who prefer to schedule meetings, it's advisable to make appointments to ensure a personalized consultation without any rush.

Client Reviews and Ratings

The dedication of Todd Simonson and the Edward Jones team resonates with many, as evidenced by the glowing reviews on Google My Business. With only two reviews but an impressive average rating of 5/5, potential clients can feel confident in the high standard of service they can expect. Feedback often highlights the "awesome service," indicating a strong client-advisor relationship.

Getting Started

For anyone seeking expert financial advice, Todd Simonson offers a wealth of knowledge and experience. Whether you're planning for retirement, looking to invest, or simply wanting to manage your finances more effectively, his approach is tailored to meet your unique needs. To connect with Todd or to learn more about how he can assist you, visiting his official website is a step in the right direction. Here, you can find more detailed information on his services, read additional testimonials, and even schedule a consultation online.

👍 Reviews of Edward Jones - Financial Advisor: Todd Simonson, CFP®|AAMS™

Joe B.

5/5

Awesome service

Shad R.

5/5