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: Cara MacMillan
830 Sleater Kinney Rd NE, Olympia, WA
98506, United States
Hours
Reviews
4.6
11 reviews
5 stars
10
4 stars0
3 stars0
2 stars0
1 star
1
- KDKelley DevoeMar 26, 20225.0Cara has been so great to work with. She helped me consolidate all of my 401Ks from various employers and educated me on the benefits of contributing to an IRA in addition to my employee sponsored retirement plan. She is friendly and understanding of individual financial needs. Highly recommend.
- EMEmily MendezFeb 3, 20225.0Working with Cara has been nothing but amazing! She is a people first advisor who is incredibly knowledgeable and always so helpful! I highly recommend Cara!
- ACAndrea CloseJan 24, 20225.0Cara is amazing! She is the first financial advisor we have ever worked with and she took the time to educate and inform us on many topics. She was so patient with us and always made sure we fully understood any choices and felt comfortable before moving forward. She has also never made us feel pressured to make any decisions and regularly checks in to be sure we are still happy with everything. If you need a financial advisor, I highly recommend Cara!
- VMVickie MacMillanJun 9, 20215.0Today we conducted our annual review with our financial planner Cara MacMillan. She was welcoming and organized. She is knowledgeable and open minded in exploring our options. She has no agenda - except to do what is in our best interests. Cara is ready to refer us to experts in fields related to, but not her own. Cara congratulated us on our balanced retirement projection and she was sincere. Cara comes up with creative ideas for our finances and gives us pertinent homework for working on our future financial goals. Thank you Cara!
Frequently Asked Questions About Edward Jones - Financial Advisor: Cara MacMillan
What services does Edward Jones - Financial Advisor: Cara MacMillan offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Cara MacMillan located?
The office is located at 830 Sleater Kinney Rd NE, Suite A, Olympia, WA 98506, United States.
What are the office hours for Edward Jones - Financial Advisor: Cara MacMillan?
The office is open Monday through Friday from 8:00 AM to 4:00 PM and closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Cara MacMillan by phone or email?
You can call the main phone number at +1 360-777-6757 or the alternate number +1 360-628-8620. Email inquiries can be sent to cara.macmillan@edwardjones.com.
Is there an online way to schedule an appointment with Cara MacMillan?
Yes, you can make a reservation or contact Cara MacMillan through the online form available at https://www.edwardjones.com/us-en/financial-advisor/cara-macmillan/contact/.
Does Edward Jones - Financial Advisor: Cara MacMillan have mobile apps?
Yes, they offer mobile apps available on Android at https://play.google.com/store/apps/details?id=app.edwardjones.mobile and on iOS at https://apps.apple.com/us/app/edward-jones-iphone-app/id457043098.
What languages are spoken at Edward Jones - Financial Advisor: Cara MacMillan?
Services are provided in English.
What nearby educational institutions are close to Edward Jones - Financial Advisor: Cara MacMillan?
Nearby schools include North Thurston High School, Chinook Middle School, Cadence Academy Preschool, Olympia KinderCare, and Capitol Forest Co-op Preschool, which can be convenient for clients combining financial planning with family or educational activities.
What nearby healthcare or wellness services are near Edward Jones - Financial Advisor: Cara MacMillan?
Close to the office are Holmes Family Chiropractic and Stormie Skin & Wellness, providing chiropractic and skincare services which clients might want to visit before or after their financial appointments.
Are there recreational or cultural venues near Edward Jones - Financial Advisor: Cara MacMillan?
Yes, clients can visit nearby venues such as the James Koval Center For The Performing Arts, North Thurston Koval Center Performing Arts, South Sound Stadium, and North Thurston High School Pool for recreation or cultural events.