Edward Jones - Financial Advisor: Katherine Wells

5(2 reviews)Petaluma, California

Open ⋅ Closes 4:30 pm
8:30 am–4:30 pm
Closed on Sunday, Saturday

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Accounting Services in Edward Jones - Financial Advisor: Katherine Wells

Financial consultant
Finance broker
Investment service
Stock broker

Accessibility at Edward Jones - Financial Advisor: Katherine Wells

Wheelchair-accessible car park
Wheelchair-accessible toilet

Business Hours for Edward Jones - Financial Advisor: Katherine Wells

Sunday: Closed
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

Find Edward Jones - Financial Advisor: Katherine Wells on Google Maps

1301 Redwood Way Suite 245, Petaluma, CA 94954, United States

Customer Reviews for Edward Jones - Financial Advisor: Katherine Wells

Reviews

5(2 reviews)

nancy Shotts

Dec 10, 2020on

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

Feb 24, 2020on

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.