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: Whitney C Kershner
909 Trosper Rd SW, Tumwater, WA
98512, United States
Hours
Reviews
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- DMDaniel MastersonFeb 28, 20245.0We’ve been clients of Whitney’s for years and are so grateful for the advice and support she’s provided. She helped us create a savings and retirement plan that gave us the confidence to take a chance and pursue a big dream. We couldn’t be happier with how it has turned out. Knowing that we have a solid financial plan has allowed us to focus on enjoying the experience. Whitney is very knowledgeable and so easy to work with. We recommend her 100%.
- CGcameo gillsonNov 4, 20165.0I am so grateful to have found Whitney! Before meeting her, I didn't know much about my previous portfolio beyond that I had been contributing. What stood out to me was her sincerity and genuine interest in educating me, helping me become an active and confident participant in my financial goals. Her knowledge and heart are only part of what make her an outstanding advisor!
- APAnnette PuckettFeb 6, 20145.0Whitney is by far the most knowledgeable and empathetic financial advisor I have ever had the privilege to know. If you are thinking about retiring someday, you must talk to her. She will explain your options thoroughly, and give you the advice you need to make the best choice without any pressure. I joyfully send my referrals to Whitney and have heard only positive feedback.
- JPJennifer PresleyFeb 5, 20145.0My experience with Whitney has been amazing! I have had other financial advisors in the past and none of them took the time to educate me like Whitney does. Not only does she make sure I fully understand what she is doing with my money she is consistantly staying in touch with me, making sure we are always both on the same page. She does this because she turly CARES about my future. I highly recommend using Whitney for your investment needs as I can assure you, you will receive the highest level of care and customer service. Thank you Whitney for all that you have done and continue to do for me and my money! :)
Frequently Asked Questions About Edward Jones - Financial Advisor: Whitney C Kershner
What financial services does Edward Jones - Financial Advisor: Whitney C Kershner offer?
Edward Jones provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks and bonds, and investment management tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Whitney C Kershner located?
The office is located at 909 Trosper Rd SW, Suite A, Tumwater, WA 98512, USA.
What are the business hours for Edward Jones - Financial Advisor: Whitney C Kershner?
The office is open Monday through Thursday from 8:00 AM to 4:30 PM, and Friday from 8:00 AM to 1:00 PM. It is closed on Saturdays and Sundays.
How can I contact Whitney C Kershner at Edward Jones?
You can reach Whitney C Kershner via phone at +1 360-754-5374 or email at whitney.kershner@edwardjones.com.
Does Edward Jones offer any online tools to help with retirement planning?
Yes, they offer a Retirement Savings Calculator available on their website to help you prepare for your future.
How can I schedule a consultation with Whitney C Kershner?
You can make an appointment by visiting the contact page: https://www.edwardjones.com/us-en/financial-advisor/whitney-kershner/contact/.
Which languages are spoken at Edward Jones - Financial Advisor: Whitney C Kershner?
Services are offered in English.
What nearby businesses could I visit before or after my appointment at Edward Jones?
You might visit nearby places such as Ben Kerby - State Farm Insurance Agent for insurance needs, Westside Pizza for a meal, or Skin Movement for skin care and spa services.
Are there any nearby medical or health facilities near Edward Jones - Financial Advisor: Whitney C Kershner?
Yes, nearby health facilities include Robertson Hearing Clinic, DaVita Tumwater Dialysis, and Olympics West Senior Living and Alzheimer’s Special Care Center, which may be helpful for clients seeking health-related services.
What are some nearby community and service organizations around Edward Jones?
Nearby service organizations include the Tumwater Chamber of Commerce and Capital Volleyball Club, which might be of interest for community engagement or wellness activities.