I have been with Edward Jones for 13 years, serving the Quakertown community. My husband and I have four children – Joshua, who is a freshman at Council Rock North, Adelaide, who is at Strayer Middle School, Aurelia, who attends Richland Elementary and Aspen, who is 15 months old. We are avid soccer lovers and volunteer for Quakertown Soccer Club, and we attend as many Philadelphia Union games as we can! When it isn't soccer season, you can find us on the ski slopes, a favorite of ours being Pagosa Springs in Colorado.
I am currently a member of Upper Bucks Sertoma, a group that stands for "Service to Mankind" which organizes and sponsors community service programs. I also am affiliated with Quakertown Business and Professional Women's Organization.
Whether you are new to investing, would like to learn about retirement investment strategies or are looking to save for a college fund, I am ready to help guide you while keeping your best interest at heart. In addition, I welcome the opportunity to work with your accountant, attorney and other trusted professionals to deliver a strategy that is comprehensive, and personally tailored to help you achieve your financial goals and more.
Please reach out to 215-536-3635 and schedule a time to come to the office and meet face to face. Or, if you are more comfortable using technology, we can talk via telephone or Zoom. I can also be reached at [email protected]. I look forward to hearing from you
Focus areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Socially Conscious Investing
- Intergenerational Planning
- Military Professionals & Veterans
- Business Retirement Plans
My Personal Interests
- Soccer
- Spending Time with Family
- Community Outreach
- Skiing
- Social Responsibility
Office Information
Phone Number
Sarah E Fontanez at (215) 536-3635Branch Team
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:30PM |
Sat | By Appointment Only |
Sun | Closed |
Additional Hours
- Evenings
- Web Conferencing
Branch Team
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