Edward Jones - Financial Advisor: Katherine Wells

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1301 Redwood Way Ste 245
Petaluma, CA 94954
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy
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3.02 reviews
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Tessa F.
11/4/2021

I've just started working with Katherine, but so far it's been a great experience. Not only do I feel that my investments will be handled well, but I am getting help looking at my full financial...

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John T.
8/19/2015

I once dealt with an Edward Jones financial advisor who admonished me at the beginning of our dealings that I "be nice and also that I never lie" to him. When I later asked him what fees he was...

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