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.
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Edward Jones - Financial Advisor: Carmack D Kersey, AAMS®
The people were condescending and rude. My grandfather suffers from dementia which causes him to behave erratically sometimes. I do not condone being rude to anyone, but anyone who knows my grandfather knows he is one of the nicest guys the world. When we walked in, the lady said “interesting” in a tone that suggested they were put out with my grandparents. The guy acted as if he did not want to help us and tried to make me feel like I didn’t know what I was talking about. I explained to them that my grandpa was sick and he did not mean to act that way. This is the first review I’ve ever felt the need to write in my life, but if you can’t have more patience than that to deal with elder clients who are suffering from mental health issues, you should find an occupation that doesn’t require working with people. My 86 year old grandmother should not be made to feel like an idiot for wanting to see her bank statement and know that her money is safe. I’d expect a little better customer service when someone is handling hundreds of thousands of my hard earned cash.
Frequently Asked Questions About Edward Jones - Financial Advisor: Carmack D Kersey, AAMS®
What services does Edward Jones - Financial Advisor: Carmack D Kersey, AAMS® offer?
The office provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks and bonds management, and investment advisory services through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Carmack D Kersey, AAMS® located?
It is located at 1200 Bypass Road, Suite D, Winchester, KY 40391, USA.
What are the business hours for Edward Jones - Financial Advisor: Carmack D Kersey, AAMS®?
The office is open Monday through Thursday from 8:00 AM to 5:00 PM, and Friday from 8:00 AM to 4:30 PM. It is closed on Saturdays and Sundays.
How can I contact Carmack D Kersey, AAMS® at Edward Jones?
You can reach them by phone at +1 859-744-1776 or email at carmack.kersey@edwardjones.com.
Is it possible to schedule a consultation online with Edward Jones - Financial Advisor: Carmack D Kersey, AAMS®?
Yes, you can schedule a consultation through their contact page at https://www.edwardjones.com/us-en/financial-advisor/carmack-kersey/contact/.
Does Edward Jones - Financial Advisor: Carmack D Kersey offer any tools for retirement planning?
Yes, they feature a retirement savings calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help you plan your retirement.
What language(s) are services provided in at Edward Jones - Financial Advisor: Carmack D Kersey?
All services are provided in English.
What nearby places could I visit around Edward Jones - Financial Advisor: Carmack D Kersey?
Nearby you can visit local spots like Lily Nail & Beauty for a beauty salon experience, 7 Brew Coffee if you need a coffee break, or Golden Corral Buffet and Grill for a meal before or after your appointment.
Are there other financial advisors near Edward Jones - Financial Advisor: Carmack D Kersey?
Yes, Edward Jones - Financial Advisor: Anthony Kersey is located nearby, offering additional financial advising and services.
What businesses near Edward Jones - Financial Advisor: Carmack D Kersey could help with automotive needs?
Nearby automotive-related businesses include America’s Car-Mart, Car-Mart of Winchester, and Valvoline Instant Oil Change for vehicle purchases and maintenance.