Edward Jones Investments

Located in Petaluma, CA, Edward Jones Investments - Katherine Wells stands out as a trusted financial services firm specializing in aiding individuals, families, and small businesses in achieving their financial aspirations. Offering personalized guidance and a range of services from investment management to retirement planning, they are committed to delivering tailored solutions that cater to each client's unique needs. At Edward Jones Investments - Katherine Wells, a team of dedicated financial advisors is readily available across the nation to foster strong advisor-client connections. Through personalized consultations and continuous support, clients are equipped to navigate life's different stages with confidence. By prioritizing individualized care and bespoke financial strategies, this establishment ensures that thoughtful planning is accessible and beneficial to investors from various backgrounds. Generated using this brand's available information

Located in Petaluma, CA, Nancy Ferguson - Raymond James is a financial services destination that excels in offering personalized wealth management solutions to a diverse clientele. Specializing in tailored financial planning, investment research, and portfolio advisory strategies, they cater to individuals, businesses, and municipalities with a commitment to helping clients achieve their unique financial goals. Drawing from extensive experience, Nancy Ferguson - Raymond James stands out for its dedication to providing detailed analysis and individualized support, guiding clients through intricate financial landscapes with a focus on risk management and asset growth. Emphasizing a global perspective alongside a local community-centered approach, Nancy Ferguson - Raymond James prides itself on delivering attentive and objective-based financial services that prioritize client needs. By offering comprehensive wealth management services, investment banking expertise, asset management solutions, and capital market strategies, they empower clients to protect, grow, and transfer their financial resources effectively. With a reputation for meaningful assistance and insightful guidance, Nancy Ferguson - Raymond James remains a trusted ally in navigating the complexities of the financial world with integrity and personalized attention. Generated using this brand's available information