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: Carol Otters
4010 Watson Plaza Drive, Lakewood, CA
90712, United States
Hours
Reviews
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- SWSusan WyantJun 10, 20245.0We started a small account for our son and Carol was very helpful and knowledgeable. I have referred several clients to Carol all of who have had positive feedback.
- PAPaula AndersonFeb 13, 20234.0Cassandra Carpenter, CRPS Financial Advisor (Airport Way Long Beach) must improve her client relations communication, and retirement planning skills. Otherwise, I will not be the only one pulling cash and stocks out of Edward Jones, I'm out of there ! And done with her excuses.
- JAJay AndrinoApr 6, 20152.0Carol was pretty helpful and gave me the information I needed, but her assistant or person in charge of booking appointments need to go, Her lack of enthusiasm answering phone calls, makes it seem like she doesn't even want to book an appointment, every time I call to schedule, she says they are busy and no appointments available for a few days and that in her own words... " Not a good idea to walk in ". Not very welcoming at all... I have to take my business elsewhere... Sorry Carol.
Frequently Asked Questions About Edward Jones - Financial Advisor: Carol Otters
What services does Edward Jones - Financial Advisor: Carol Otters offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, investment management, and financial advising tailored to individual client needs.
What are the business hours of Edward Jones - Financial Advisor: Carol Otters?
The office is open Monday to Friday from 9:00 AM to 4:00 PM and is closed on Sundays. On Saturdays, they are available by appointment only.
Where is Edward Jones - Financial Advisor: Carol Otters located?
The office is located at 4010 Watson Plaza Drive, Suite 235, Lakewood, CA 90712, USA.
How can I contact Edward Jones - Financial Advisor: Carol Otters?
You can contact them by phone at +1 562-837-0702 or +1 562-425-1048, or via email at carol.otters@edwardjones.com.
Is it possible to book an appointment online with Carol Otters?
Yes, you can schedule an appointment online via their contact page at https://www.edwardjones.com/us-en/financial-advisor/carol-otters/contact/.
What languages are spoken at Edward Jones - Financial Advisor: Carol Otters?
The advisor communicates in English.
Are there any nearby financial services or advisors close to Edward Jones - Financial Advisor: Carol Otters?
Yes, nearby financial service providers include Cetera Advisor Networks and Edward Jones - Financial Advisor: Joel Hirchert, both offering financial advising services.
What nearby insurance agencies can customers visit near Edward Jones - Financial Advisor: Carol Otters?
Nearby insurance agencies include James Durrough: Allstate Insurance and Benjamin Koehlinger, who also offer financial advising services.
Are there any nearby travel or tour services close to the office?
Yes, Main Street Tours and Rose Parade Experiences provide travel and tour services nearby, which customers might find useful before or after their visit.
What other community and medical services are near Edward Jones - Financial Advisor: Carol Otters?
Nearby you will find Mindpath Health for medical services, Bristol Hospice Greater Los Angeles, Admiral Home Health Inc., and Harbor Dental Society, which provide health and community support.