Edward Jones - Financial Advisor: James Wandzilak, CFP® - Sonoma, California

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Edward Jones – Financial Advisor: James Wandzilak, CFP® – A Comprehensive Overview

For individuals and families seeking a reliable and experienced financial advisor, Edward Jones presents a strong option. James Wandzilak, CFP®, is a dedicated professional serving clients in the Sonoma, California area. He operates out of the firm’s convenient location at Address: 10 Maple St Suite 302, Sonoma, CA 95476, United States. Clients can easily connect with him by phone at Phone: 7079350865. You can also find more information and resources on his profile and the firm’s website: Website: edwardjones.com.

James Wandzilak’s role at Edward Jones is that of a financial consultant, specializing in a broad range of services designed to help clients achieve their financial goals. His credentials, including the CFP® (Certified Financial Planner) designation, signify a commitment to high ethical standards and professional competence. He works with clients on:

• Investment Services: James can assist with building and managing diversified investment portfolios tailored to individual risk tolerance and time horizons.
• Finance Brokerage: He provides access to a wide variety of investment options, including stocks, bonds, and mutual funds.
• Retirement Planning: Helping clients plan for a comfortable retirement is a cornerstone of his practice.
• Estate Planning: James can work alongside legal professionals to ensure your assets are managed according to your wishes.
• Education Savings Plans: Assisting families in planning and saving for their children’s future education.

Accessibility is a key consideration for Edward Jones. The Sonoma office is equipped with a wheelchair-accessible car park and wheelchair-accessible toilet, demonstrating the firm’s commitment to inclusivity. Additionally, appointments are recommended to ensure adequate time for a thorough discussion of your financial situation. The office offers a toilet for client convenience.

Currently, James Wandzilak’s profile on Google My Business has 0 reviews, indicating a new or relatively unestablished presence. Consequently, the average opinion is 0/5. However, this does not detract from the firm’s longstanding reputation and the quality of service offered by Mr. Wandzilak.

Edward Jones prioritizes a long-term, relationship-based approach to financial planning. James takes the time to understand each client’s unique circumstances, goals, and values. He’s committed to providing personalized advice and ongoing support.

Recommendation: If you are seeking a trustworthy and knowledgeable financial advisor in the Sonoma area, we strongly recommend contacting James Wandzilak directly through his website: edwardjones.com. Schedule an appointment to discuss your financial needs and discover how James can help you build a secure financial future.