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

Edward Jones - Financial Advisor: Katherine Wells

Edward Jones is a reputable financial advisory firm with a location at Address: 1301 Redwood Way Suite 245, Petaluma, CA 94954, United States. You can reach them by phone at 7077949930 or visit their website at edwardjones.com.

Specialties

Katherine Wells, a financial consultant, finance broker, investment service, and stock broker at Edward Jones, is knowledgeable and professional. She and her team are excellent listeners and match the product to the client's needs. Her expertise includes financial consulting, finance brokering, investment services, and stock brokering.

Other Points of Interest

The location is wheelchair-accessible with a car park and toilet. Appointments are recommended.

Opinions and Average Opinion

This company has received 2 reviews on Google My Business, with an average opinion of 5/5. Clients have praised Katherine Wells for her knowledge, professionalism, and excellent listening skills. They appreciate her volunteer work in the local community and consider her an exemplary businesswoman in Petaluma.

Recommendation

If you are looking for financial consulting, finance brokering, investment services, or stock brokering, Edward Jones - Financial Advisor: Katherine Wells is an excellent choice. Contact them today through their website or by phone to schedule an appointment and take the first step towards achieving your financial goals.

👍 Reviews of Edward Jones - Financial Advisor: Katherine Wells

nancy Shotts

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.

Heidi Brodie

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.