Edward Jones - Financial Advisor: Caroline J Bauer

5.0
3 reviews
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Business Details

8890 Salrose Ln, Ft Myers, FL
33912, United States
(239) 768-0039
https://www.edwardjones.com/us-en
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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: Caroline J Bauer
8890 Salrose Ln, Ft Myers, FL
33912, United States

Hours

Reviews

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  • DJ
    David Jones
    Jun 16, 2023
    5.0
    Caroline is an excellent financial advisor because she is personable, knowledgeable and sincere. She actually will take time to learn about her clients, even apart from the financial aspect, so that she makes friends in the process. I've learned a lot from her and I will continue to refer clients to her.
  • RH
    Richard Haberle
    Aug 15, 2019
    5.0
    I had the distinct privilege of being a client when Caroline was the Branch Office Administrator, prior to her excelling and becoming a Financial Advisor with her own office (to which I happily followed). Most people would probably not consider being a client of a Financial Advisor a privilege. Those people have probably never met Caroline Bauer. Caroline has an impressive ability to present the often complicated and messy financial process and the steps involved in a straightforward and simple manner. When Caroline deals with clients, it is obvious that she truly cares about them and their best interests. She’s impressively professional while also maintaining an approachability that many in the financial planning community lack. Caroline’s passion for her work and dedication to her Clients is unsurpassed and she has some of the best interpersonal skills that I’ve ever encountered in the financial world. If you are looking for a down to earth, people person with the skills and know-how to take over your financial planning, I strongly recommend Caroline and her wonderful team.
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Frequently Asked Questions About Edward Jones - Financial Advisor: Caroline J Bauer

What financial services does Edward Jones - Financial Advisor: Caroline J Bauer offer?

They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.

What are the business hours for Edward Jones - Financial Advisor: Caroline J Bauer?

The office is open Monday to Friday from 8:00 AM to 4:00 PM and is closed on Saturdays and Sundays, except by appointment.