Edward Jones - Financial Advisor: Todd Simonson, CFP®|AAMS™ - Sonora, California

Discover Exceptional Financial Guidance with Todd Simonson, CFP®

When it comes to navigating the complex world of finance, having a reliable partner is crucial. At Edward Jones - Financial Advisor: Todd Simonson, CFP®|AAMS™, located at 133 Old Wards Ferry Rd Ste. J, Sonora, CA 95370, you find expert guidance tailored to meet individual financial needs. With a phone line open at 209-533-1307, clients can easily reach out for advice and support.

About Todd Simonson

Todd Simonson stands out as a dedicated financial consultant and investment services broker. Holding esteemed certifications like the Certified Financial Planner® (CFP®) and Accredited Analyst™ (AAMS™), Simonson ensures his clients receive the highest level of financial expertise. His specialties include financial consulting, brokerage services, and investment services, making him a versatile asset for anyone looking to grow and protect their wealth.

Facilities and Accessibility

For those who value convenience and comfort, Edward Jones - Todd Simonson offers a wheelchair accessible parking lot and restroom, along with a general restroom, ensuring a welcoming environment for all visitors. This attention to detail reflects the firm's commitment to providing exceptional service to everyone.

Client Feedback

Clients have left glowing reviews, with one highlighting the service as "Awesome." With just 2 reviews on Google My Business, the average opinion stands impressively at 5/5. This indicates a high level of customer satisfaction and trust in Todd Simonson's ability to deliver on his promises.

Key Features and Recommendations

For potential clients, it's important to note the recommendation to schedule appointments in advance. This ensures that you receive personalized attention and the opportunity to discuss your financial goals in depth. Todd Simonson's approachable yet professional demeanor means you can expect both insightful advice and clear communication throughout your financial journey.

Reasons to Connect with Todd Simonson

Given Todd Simonson's impressive credentials, client satisfaction, and the firm's commitment to accessibility, there's much to gain by reaching out. Whether you're looking to plan for retirement, invest wisely, or simply need guidance on managing your finances, Edward Jones - Financial Advisor: Todd Simonson, CFP®|AAMS™ is well-equipped to meet your needs.

Don't miss the opportunity to take control of your financial future. Visit edwardjones.com to learn more about Todd Simonson and how he can help you achieve your financial goals. Contacting Edward Jones through their website is straightforward and allows you to start your journey towards financial security with confidence.

Remember, the best financial decisions are made with clear insights and expert guidance. Todd Simonson and the Edward Jones team are ready to provide just that. Reach out today and take the first step towards a brighter financial future.

👍 Reviews of Edward Jones - Financial Advisor: Todd Simonson, CFP®|AAMS™