Best Stock Broker Santa Rosa Near Me

4worldlovers: Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.

Investment value will fluctuate, and shares, when redeemed, may be worth more or less than original cost.

Local branches are involved in events and organizations to support their communities. Please note that such activities do not reflect an endorsement by The Charles Schwab Corporation or its subsidiaries of such events or organizations.

Charles Schwab & Co., Inc. and Charles Schwab Bank are separate but affiliated companies and wholly owned subsidiaries of The Charles Schwab Corporation. Brokerage products and services are offered by Charles Schwab & Co., Inc. (Schwab Brokerage), Member SIPC. Deposit and lending products and services are offered by Charles Schwab Bank, Member FDIC and an Equal Housing Lender.

4worldlovers: As an Edward Jones financial advisor, I am reminded each day of why I began working in the industry over twenty years ago: to improve the quality of lives for the individuals I serve with an organization whose standards align with my own personal morals and values. This is still the reason I love my work today.

What's most important to you about your investments? For me, understanding your answer to this question is the most critical part of the process. Whether your goals are related to retirement, education savings for your children or grandchildren, or simply protecting the financial future of your loved ones, the better I understand your needs, the more customized our strategies can be. Building this relationship with each and every client is a guiding principle firm-wide and a core value in which we take great pride.

Our branch team consists of myself and Jennifer Hampson, my branch partner. Jennifer and I met many years ago through a mutual long-time passion for the Sonoma County cycling community. We finally came together as colleagues in 2019 to find that we're an ideal fit professionally. Together we have a branch mission "to always provide as near to a perfect experience as possible for our clients, on their terms." When we do this, all the other pieces of our success fall into place.