Edward Jones - Financial Advisor: Whitney C Kershner

Reviews, get directions and contact details for Edward Jones - Financial Advisor: Whitney C Kershner

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Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC.

I'm a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. Our firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. We do that by getting to know you, understanding your goals, and developing individualized strategies to help you reach them. My branch office administrator, Victoria and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office, or visit www.edwardjones.com for more information.

Address: 909 Trosper Rd SW a, Tumwater, WA 98512, USA

Phone: (360) 754-5374

Website

[email protected]

State: Washington

Zip Code: 98512

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Reviews

I am so grateful to have found Whitney!  Before meeting her, I didn't know much about my previous portfolio beyond that I had been contributing.  What stood out to me was her sincerity and genuine interest in educating me, helping me become an active and confident participant in my financial goals.  Her knowledge and heart are only part of what make her an outstanding advisor!

 10 years ago (04-11-2016)

Whitney is by far the most knowledgeable and empathetic financial advisor I have ever had the privilege to know. If you are thinking about retiring someday, you must talk to her. She will explain your options thoroughly, and give you the advice you need to make the best choice without any pressure. I joyfully send my referrals to Whitney and have heard only positive feedback.

 13 years ago (06-02-2014)

My experience with Whitney has been amazing!  I have had other financial advisors in the past and  none of them took the time to educate me like Whitney does.  Not only does she make sure I fully understand what she is doing with my money she is consistantly staying in touch with me, making sure we are always both on the same page.  She does this because she turly CARES about my future.  I highly recommend using Whitney for your investment needs as I can assure you, you will receive the highest level of care and customer service.  Thank you Whitney for all that you have done and continue to do for me and my money! :) 

 13 years ago (05-02-2014)

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Edward Jones - Financial Advisor: Whitney C Kershner

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