Edward Jones - Financial Advisor: Erika Lockwood, CFP® - Santa Rosa, California
Address: 1625 Terrace Way Suite B, Santa Rosa, CA 95404.
Phone: 075750209.
Website: edwardjones.com.
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 5/5.
Location of Edward Jones - Financial Advisor: Erika Lockwood, CFP®
Edward Jones - Financial Advisor: Erika Lockwood, CFP®
Edward Jones is a well-known financial services firm with a focus on individual investment and retirement planning. At the Santa Rosa, CA location, you will find Financial Advisor Erika Lockwood, CFP®. Erika and the team at Edward Jones are dedicated to helping you reach your financial goals through personalized service and expert guidance.
Location and Accessibility
The Santa Rosa office is conveniently located at Address: 1625 Terrace Way Suite B, Santa Rosa, CA 95404. This location offers a wheelchair accessible entrance, parking lot, and restroom for visitors. Appointments are recommended, and you can easily get in touch with the office by calling Phone: 075750209 or scheduling through their website.
Services and Specialties
As a financial consultant, Erika Lockwood offers a wide range of services tailored to meet your needs. Some of her specialties include:
1. Financial planning: Assessing your current financial situation and developing a customized plan to help you reach your short-term and long-term goals.
2. Investment services: Offering guidance on various investment options, such as stocks, bonds, and mutual funds, to help you grow your wealth.
3. Retirement planning: Helping you prepare for a secure and comfortable retirement through strategic planning and investment recommendations.
4. Insurance services: Providing advice on life, long-term care, and disability insurance to protect you and your family's financial future.
5. College savings plans: Recommending suitable 529 plans and other education savings options to help you plan for your children's or grandchildren's education.
Client Testimonials and Reputation
With 1 review on Google My Business, Edward Jones - Financial Advisor: Erika Lockwood, CFP® has an impressive average rating of 5/5. Clients appreciate Erika's expertise, professionalism, and dedication to helping them achieve their financial goals.
Recommendation
If you're looking for personalized financial advice and investment services, consider reaching out to Edward Jones - Financial Advisor: Erika Lockwood, CFP®. With her extensive knowledge and experience, Erika can help you navigate the complex world of finance and make informed decisions about your financial future. Don't hesitate to visit their Website: edwardjones.com to learn more about Erika and the services they offer. Schedule an appointment today and take the first step towards financial success.
Reviews of Edward Jones - Financial Advisor: Erika Lockwood, CFP®
