Edward Jones - Financial Advisor: Peter Monteleone, CEPA®

Edward Jones - Financial Advisor: Peter Monteleone, CEPA® Verified by Yext

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545 Third St West, Sonoma, CA, 95476

707-934-9090

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Listed In: Investment Services Firms

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

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Edward Jones - Financial Advisor: Peter Monteleone, CEPA®
545 Third St West, Sonoma, CA
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Additional Business Details

Business Hours

By Appointment Only on Saturdays

Services

Financial Advising, Investment Management, Investment Funds, Stock Broker

Specialties

401(k) Rollovers, Roth IRA, 529 College Savings Plan, Life Insurance, SEP IRAs, Traditional IRAs

Languages

English

Email

peter.monteleone@edwardjones.com

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