Business Details
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: Karen Kassy, CRPC™
304 W Adams Ave, Sisters, OR
97759, United States
Hours
Reviews
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- SWSuzanne WalkerJan 14, 20255.0I highly recommend working with financial advisor Karen Kassy. As a women myself, who's forte is not reading and understanding investment terminology and best case scenarios for me to personally navigate alone, I cannot underscore enough Karen's ability to make these otherwise complicated issues easily digestible, as well as enjoyable; what a relief! : ) 😅 Before I hired her, and was just getting to know her as a person in my community, I once asked her why on earth she'd ever want a career in financial advising?! (as numbers are NOT my thing) A big smile came across her face and she replied; "Oh! That's easy! Because I want to educate and help people! I never forgot that. I feel confident both in her knowledge and know-how, as well as her personal integrity and values that guide her business. Lastly, I have referred family to Karen, my kids and sister, which says a lot I think.
- PKPatti KaserAug 16, 20215.0Always positive and kind beyond words!
- WBWarren BMar 19, 20215.0Karen is a very personable and caring financial advisor. She takes time to get to know her clients, and genuinely looks for ways to help them live their best life. I appreciate how she evaluates my account frequently and proposes adjustments... I get tremendous peace of mind knowing my investments are in Karen’s hands! Highly recommend.
- 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.
- KDKendle DeaderickNov 22, 20205.0Karen is amazing to work with and very supportive with your goals and life plans. I feel comfortable giving her my money to invest responsibly and in line with my goals. It has been a great experience working with her, when I went into it not sure what to expect. I would recommend Karen and Edward Jones if you are looking to invest your money with a company.
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.