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Edward Jones - Financial Advisor: Alexis D Simonson, CFP®|AAMS®

Financial consultant

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Services Offered

  • Retirement Planning
  • Investment Management
  • Education Savings
  • Insurance Needs

About

Alexis D Simonson is a Certified Financial Planner (CFP®) and financial advisor based in Sonora, California. She offers a personal approach to investing, focusing on retirement planning, education savings, and insurance needs. As part of Edward Jones, Alexis provides tailored financial guidance to individuals and families in her community. Her goal is to help clients achieve their financial objectives through comprehensive planning and investment strategies.

Reviews

Location

133 Old Wards Ferry Rd Ste. J, Sonora, California
Map showing location in Sonora, California
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Contact This Advisor

Business Information

Address

133 Old Wards Ferry Rd Ste. J
Sonora, California 95370

Phone

+1209-533-1307

Website

https://www.edwardjones.com/us-en/financial-advisor/alexis-simonson

Business Hours

Contact for business hours