Edward Jones - Financial Advisor: Carolyn M Berenger, AAMS®|CRPS™
5.05 reviews
Business Details
About
Investment Service
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future.
For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Carolyn M Berenger, AAMS®|CRPS™
2005 W Happy Valley Rd, Phoenix, AZ
85085, United States
Hours
Reviews
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- TGToni GrimmFeb 7, 20245.0Carolyn is very knowledgeable and so easy to work with. We gave her our account a few years ago and wished we would have done it sooner! Highly recommend her.
- NMNathan MillerJan 16, 20245.0Incredibly grateful to Carolyn. We were working through a challenge in establishing an account for my son via our Edward Jones broker in another state - and due to the foreign state laws this was very difficult and time consuming. We came to Carolyn's office hoping that she could help us navigate that process. She was extraordinarily helpful, went above and beyond for my son, and helped us to clear the administrative hurdles that were slowing this process (including working with us well past the closing time for her office) . Looking forward to bringing additional business to her in the near future. Thank You!
- LZLeo ZunigaJan 31, 20175.0Carolyn is such a great advisor!! Her experience and extremely knowledgeable in her expertise 👍
- ABAnthony BoneJan 13, 20175.0Professional and has your best interest at heart. Takes time to learn about you and provide guidance that matches the approach you want to take with budgeting and saving.
Frequently Asked Questions About Edward Jones - Financial Advisor: Carolyn M Berenger, AAMS®|CRPS™
What are the regular business hours for Edward Jones - Financial Advisor: Carolyn M Berenger?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on Sundays and Saturdays except by appointment on Saturdays.
Where is Edward Jones - Financial Advisor: Carolyn M Berenger located?
The office is located at 2005 W Happy Valley Rd, Ste 145, Phoenix, AZ 85085, USA.
How can I contact Carolyn M Berenger for financial advisory services?
You can reach Carolyn M Berenger by phone at +1 623-516-7755 or email at carolyn.berenger@edwardjones.com.
What types of financial services does this Edward Jones office offer?
They offer financial advising, investment management, stocks and bonds brokerage, and retirement and tax-efficient planning services.
Is it possible to make an appointment online with Carolyn M Berenger?
Yes, you can schedule an appointment online through their contact page at https://www.edwardjones.com/us-en/financial-advisor/carolyn-berenger/contact/.
What languages are services offered in at this Edward Jones location?
Services are offered in English.
Are there any nearby real estate services close to Edward Jones - Financial Advisor: Carolyn M Berenger?
Yes, there are several nearby real estate agencies such as Keller Williams Northeast Realty, Gregg Stelflug Homes, Adrian Escobar - Realtor, and The Traction Team, which can be useful if you're considering property investments or home purchases.
What fitness and wellness options are close to this Edward Jones office?
Nearby, you can find Jabz Boxing Happy Valley gym and Ideal Physical Therapy, great options if you want to maintain wellness before or after your financial consultations.
Are there any notable food spots near the Edward Jones office?
Yes, Pastries N Chaat bakery, Joey's Of Chicago hot dog restaurant, Mi Familia Mexican Food, and Streets Of New York pizza restaurant are all nearby for convenient dining options.
How can local points of interest assist me in visiting Edward Jones - Financial Advisor: Carolyn M Berenger?
Nearby businesses such as FedEx Office Print & Ship Center can help with document preparation, and adjacent real estate agents may coordinate with you for financial and property planning. These locations make visiting the office more convenient and productive.