Business Details
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: Karen Kassy, CRPC™
304 W Adams Ave, Sisters, OR
97759, United States
Hours
Reviews
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- HSHailey SchreyerMar 18, 20255.0I have had a great experience working with Karen and Stephanie. Karen is authentic and highly knowledgeable and cares about her clients on a personal level. Stephanie is helpful and professional. I'm glad I connected with this team!
- SBScott BullochNov 21, 20245.0Karen is such a thoughtful advisor. We’ve really enjoyed her professionalism and pragmatic approach to money management.
- DCDebbie ClarkMay 23, 20215.0Having Karen as my financial advisor gives me piece of mind. She is a genuinely a great person and is always readily available. Definitely the best financial advisor I’ve ever had and would highly recommend her to anyone.
- CCchristina cappyJan 28, 20215.0Karen is great! She has been my financial advisor for over the past year and she really helps me break down my finances. She's helped me with retirement investments, as well as life insurance policies, long term care insurance, and regular savings. She is an excellent communicator and is happy to listen to your needs and concerns. Investing can be a tricky thing and she can show you all the options that best fit your needs. Overall, she is a kind and generous person who really wants the best for others. I highly recommend working with her!
- CTchris tJan 20, 20215.0Karen Kassy has been my husband's and my financial advisor for the past year. Karen is communicative, knowledgeable, caring, and trusted to assist us in our investments and goals for our future. She goes the extra mile to understand our objectives, and support our long term strategy towards retirement. Karen is always very thorough in answering questions and addressing our concerns. I would highly recommend her to take good care of your portfolio, no matter how big or small.
Frequently Asked Questions About Edward Jones - Financial Advisor: Karen Kassy, CRPC™
What services does Edward Jones - Financial Advisor: Karen Kassy offer?
Karen Kassy provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, with tailored advice through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Karen Kassy located?
The office is located at 304 W Adams Ave, #1421, Sisters, OR 97759, USA.
What are the business hours for Edward Jones - Financial Advisor: Karen Kassy?
The office is open Monday through Friday from 6:30 AM to 3:00 PM and is closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Karen Kassy?
You can reach Karen Kassy by phone at +1 541-549-1866 or via email at karen.kassy@edwardjones.com.
Can I book a consultation online with Karen Kassy?
Yes, you can schedule an appointment through the online contact form at https://www.edwardjones.com/us-en/financial-advisor/karen-kassy/contact/.
Does Edward Jones provide any tools to help with retirement planning?
Yes, Edward Jones offers a Retirement Savings Calculator available online to help you prepare for your financial future.
Which languages are supported by Edward Jones - Financial Advisor: Karen Kassy?
Services are provided in English.
What are some nearby healthcare providers close to Edward Jones in Sisters, OR?
Nearby healthcare providers include Todd Sheldon, MD - Sisters, Pine Desert Dental, Thomas Roy Rheuben, Hope Wellness Sisters, High Lakes Health Care, and Dr Eden M. Miller, DO.
Are there any local amenities near Edward Jones for clients to visit?
Clients can visit nearby attractions such as Sisters Folk Festival, Sisters Art Works, and KZSO - Sisters Oregon Community Radio for local culture and entertainment.
What nearby services could help clients traveling to Edward Jones' office?
Clients traveling to Edward Jones can use services like Sisters Car Wash for vehicle care and Hoyt's Hardware & Building Supply for any needed retail items.