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Edward Jones - Financial Advisor: Carol Otters
- Financial Services
- Lakewood, CA
About this business
Specialties Making Sense of Investing Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Location details
4010 Watson Plaza Dr Ste 235, Ste 235, Lakewood, CA, 90712, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 4:00 p.m. | |
| Tue | 8:00 a.m. to 4:00 p.m. | |
| Wed | 8:00 a.m. to 4:00 p.m. | |
| Thu | 8:00 a.m. to 4:00 p.m. | |
| Fri | 8:00 a.m. to 4:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
We started a small account for our son and Carol was very helpful and knowledgeable. I have referred several clients to Carol all of who have had positive feedback.
Cassandra Carpenter, CRPS Financial Advisor (Airport Way Long Beach) must improve her client relations communication, and retirement planning skills. Otherwise, I will not be the only one pulling cash and stocks out of Edward Jones, I'm out of there ! And done with her excuses.
Carol was pretty helpful and gave me the information I needed, but her assistant or person in charge of booking appointments need to go, Her lack of enthusiasm answering phone calls, makes it seem like she doesn't even want to book an appointment, every time I call to schedule, she says they are busy and no appointments available for a few days and that in her own words... " Not a good idea to walk in ". Not very welcoming at all... I have to take my business elsewhere... Sorry Carol.
Frequently asked questions about Edward Jones - Financial Advisor: Carol Otters
How is Edward Jones - Financial Advisor: Carol Otters rated?
Edward Jones - Financial Advisor: Carol Otters has a 4 star rating with 4 reviews.
When is Edward Jones - Financial Advisor: Carol Otters open?
Edward Jones - Financial Advisor: Carol Otters is closed now. It will open at 8:00 a.m.
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