

Financial Advisor
Jordan R Sergent
728 Mono Way, Sonora, CA 95370opens in a new windowFocus Areas
- Retirement Savings Strategies
- Wealth Strategies
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Inheritance Guidance
- Portfolio Reviews
Focus Areas
- Retirement Savings Strategies
- Wealth Strategies
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Inheritance Guidance
- Portfolio Reviews
Personal Interests
- Spending Time with Family
- Traveling
- History and Museums
- Reading
Team Members
Marleen SullivanBranch Office Administrator
Send Me a Message
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Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | 08:30AM - 01:00PM |
| Sat | Closed |
| Sun | Closed |
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