Edward Jones - Financial Advisor: Aleia Coate, AAMS®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management
• Tax-efficient investing

About

Aleia Coate is a financial advisor based in Sebastopol, California, affiliated with Edward Jones. She specializes in helping clients prepare for retirement, save for education, and implement tax-smart investment strategies. Aleia emphasizes the importance of face-to-face conversations to understand her clients' financial goals. Her practice is dedicated to providing personalized financial guidance to individuals and families in the local community.

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