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

5.0
6 reviews

About

Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future. Learn about how we protect your data: 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
5 stars
6
4 stars
0
3 stars
0
2 stars
0
1 star
0
  • 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.
  • JD
    Jessica Davis
    Apr 5, 2021
    5.0
    We had quite the complex account, and Courtnie along with her assistant, Gen were there every step of the way. Courtnie is very open and honest when it comes to investing. She has answered every question we've had, and offered her honest & educated opinion. Her office is extremely professional, and courteous. I can assure you they know their stuff. I would highly recommend Courtnie & Gen to assist anyone with their financial needs. I am looking forward to working with her for years to come!
  • 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.
  • 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.