Edward Jones - Financial Advisor: Carina E Burtell, CEPA®|AAMS®
5.02 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: Carina E Burtell, CEPA®|AAMS®
9875 S Priest Dr, Tempe, AZ
85284, United States
Hours
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- LSLaura SterlingJan 19, 20255.0I have been known Carina Burtell and been a client for 10 years and she is an excellent financial advisor~!
Frequently Asked Questions About Edward Jones - Financial Advisor: Carina E Burtell, CEPA®|AAMS®
What services does Edward Jones - Financial Advisor: Carina E Burtell provide?
The office provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, tailored through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Carina E Burtell located?
They are located at 9875 S Priest Dr, Ste 102, Tempe, AZ 85284, USA.
What are the office hours for Edward Jones - Financial Advisor: Carina E Burtell?
The office is open Monday through Thursday from 8:00 AM to 5:00 PM, Friday from 8:00 AM to 4:00 PM, and is closed on Saturdays and Sundays except by appointment on Saturdays.
How can I schedule an appointment with Carina E Burtell?
Appointments can be scheduled through the reservation page at https://www.edwardjones.com/us-en/financial-advisor/carina-burtell/contact/.
What is the contact phone number and email for Edward Jones - Financial Advisor: Carina E Burtell?
You can call +1 480-753-9341 or email carina.burtell@edwardjones.com for inquiries.
Does Edward Jones offer any online tools for retirement planning?
Yes, you can try their retirement savings calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.
What nearby amenities can I visit when coming to Edward Jones in Tempe?
Nearby, you can visit escape rooms like Dare to Escape AZ, relax at spas such as Radiant Being Massage, or enjoy a coffee at Black Rock Coffee Bar.
Are there nearby fitness or wellness centers near the Edward Jones office?
Yes, several wellness centers like Back In Shape, Wellness Key Chiropractic, and Paone Fitness & Nutrition LLC are nearby for your health and fitness needs.
What dining options are available close to Edward Jones in Tempe?
You can try nearby restaurants such as Teharu Sushi (Japanese cuisine), Perfect Pear Bistro (American café), NYPD Pizza, or fast food at McDonald's.
How can customers benefit from nearby financial or legal services when visiting Edward Jones?
Customers can complement their financial planning with services from nearby insurance agencies like FARM Inc., credit unions such as AERO Federal Credit Union, or legal advice at Evans Dukarich LLP.