Edward Jones - Financial Advisor: Desiree Kennedy, CFP®|CPWA®

4.0
4 reviews

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: Desiree Kennedy, CFP®|CPWA®
6141 Grand Blvd, New Port Richey, FL
34652, United States

Hours

Reviews

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4 reviews
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  • YD
    YourFloorPlan DenisePille
    Nov 26, 2019
    5.0
    Desiree has been our financial advisor for over 8 years . . . we couldn't be happier. As a matter of fact, we have referred many members of our family and friends to her. She and Vicky make a great team. It means so much to have someone that we can trust with our hard earned money. Can't say enough about these two!! Highly recommend!!!
  • JT
    John Turner
    Mar 15, 2017
    1.0
    Worthless, do not listen to there customer, they will not stop taking money out after telling them 3 times . they don't know the word stop means. After bouncing my checking account they don't want to pay for there mess up................ 3 times once every month in a row called everytime it happened.
  • AC
    Adam Caskie
    Jan 12, 2016
    5.0
    Desiree and Vicki are a great team. If you are looking for a great Financial Advisor, you have found the right place. Desiree will take the time to get to know you and your situation/goals, then help you work towards those goals. It was no pressure and I like that any time I want to speak with her she is available. My portfolio is looking good under Desiree's guidance and yours could too! Give her a call.

Frequently Asked Questions About Edward Jones - Financial Advisor: Desiree Kennedy, CFP®|CPWA®

What services does Edward Jones - Financial Advisor: Desiree Kennedy provide?

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: Desiree Kennedy?

The office is open Monday to Thursday from 8:30 AM to 4:30 PM, Friday from 8:30 AM to 4:00 PM, and closed on weekends.