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Edward Jones - Financial Advisor: Meredeth A Bertacco
Sebastopol, Sonoma

Financing specialist
 : 
Edward Jones - Financial Advisor: Meredeth A Bertacco

Sebastopol, Sonoma

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About Edward Jones - Financial Advisor: Meredeth A Bertacco
Professional experience
Edward Jones - Financial Advisor: Meredeth A Bertacco Meredeth A Bertacco is a dedicated Financial Advisor at Edward Jones, providing expert financial guidance and personalized solutions to individuals and businesses in Sebastopol, CA. With a deep understanding of the local community and its unique financial needs, Meredeth helps clients achieve their goals and secure their financial future. As a seasoned professional, Meredeth is committed to offering tailored advice and strategies that align with her clients' specific circumstances and objectives. Whether you are planning for retirement, saving for your child's education, or safeguarding your assets, Meredeth has the expertise to guide you through every step of the process. With a focus on building long-term relationships based on trust and integrity, Meredeth takes the time to listen to her clients' needs and aspirations. By gaining a comprehensive understanding of their financial situation, she creates personalized financial plans that empower clients to make informed decisions and take control of their financial well-being. Meredeth is proud to be affiliated with Edward Jones, a reputable financial services firm known for its unwavering commitment to client satisfaction. As part of the Edward Jones team, Meredeth has access to a wide range of tools, resources, and research, all of which are utilized to provide her clients with the highest level of service and support. When working with Meredeth, clients can expect dedicated and compassionate guidance rooted in a deep sense of responsibility towards their financial success. Through ongoing communication and proactive monitoring of their financial progress, Meredeth ensures that her clients stay on track and adapt their financial strategies as needed. To schedule a consultation with Meredeth A Bertacco, reach out today at (*information hidden*or visit the Edward Jones office located at 7182 Healdsburg Ave, Suite A, Sebastopol, CA. Let Meredeth help you achieve your financial goals and secure a bright future for yourself and your loved ones. Investment advisory services offered by Edward Jones Investments are separate and distinct from any other named entity.

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Location

Sebastopol, Sonoma (95472)

Important to know

  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
  • English
SpeaksEnglish
Business hours
  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
Speaks
  • English
SpeaksEnglish
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