Edward Jones - Financial Advisor: Courtnie A Douglas, CFP®|AAMS®|CRPC™

5.0
6 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: Courtnie A Douglas, CFP®|AAMS®|CRPC™
131 South Walnut St, Starke, FL
32091, United States

Hours

Reviews

5.0
6 reviews
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  • CW
    Charlie Williams
    Apr 22, 2021
    5.0
    Courtnie has not only been a good friend to me who understands my needs, wishes & goals but her advice is measured by her skills, training & experience in life & on the job. I appreciate her immensely & all her words of wisdom. Courtnie & her assistant Gen Wulff are very pleasant and helpful in every way. The community is blessed to have both of them representing Edward Jones.
  • JB
    John Brackett
    Feb 18, 2021
    5.0
    Courtnie is a very knowledgeable Financial Adviser and down to earth person.You always feel confortable sitting down and discussing your account and options you have with her.She always ensures that everything is explained and answers all your questions step by step prior to you leaving her office. She leaves no stone unturned which confirms you made the right choice by choosing her as your Financial Adviser. If you are looking for someone who has your best interest and ensures your part of the decision making process then I HIGHLY recommend Courtnie for the job.
  • BM
    Bob Milner
    Nov 11, 2020
    5.0
    Courtnie is very qualified and knowledgeable regarding all aspects of financial advising. She is always prepared with all the information and options each time we meet and communicates weekly to ask if we have any concerns or questions. She has never tried to "sell" us any financial product or service but rather makes sure we understand the options, risks and potential outcomes. We highly recommend her to all our friends.
  • GB
    Genevieve Beierly
    Oct 6, 2020
    5.0
    Courtnie is a wonderful financial advisor. She always makes sure I am comfortable with market volatility, discusses my account options/fees & helped me create a financial goal with strategies in place to make sure I obtain those goals. She is always looking out for the best interest of clients and communicates with me when she feels there may be better opportunities to make my money work. I highly recommend her to everyone I meet. You won't regret meeting with her!

Frequently Asked Questions About Edward Jones - Financial Advisor: Courtnie A Douglas, CFP®|AAMS®|CRPC™

What are the main services offered by Edward Jones - Financial Advisor Courtnie A Douglas?

They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies with face-to-face consultations.

Where is Edward Jones - Financial Advisor Courtnie A Douglas located?

The office is located at 131 South Walnut St, Starke, FL 32091, USA.