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Edward Jones - Financial Advisor: Whitney C Kershner

5.0

About this business

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

909 Trosper Rd SW Ste A, Ste A, Tumwater, WA, 98512, United States

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WeekdayScheduleStatus
Mon9:00 a.m. to 6:00 p.m.
Tue9:00 a.m. to 6:00 p.m.
Wed9:00 a.m. to 6:00 p.m.
Thu9:00 a.m. to 6:00 p.m.
Fri9:00 a.m. to 6:00 p.m.
SatClosed
SunClosed
5.04 reviews
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Daniel Masterson's profile image
Daniel Masterson 
on Google
a year ago

We’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%. 

cameo gillson's profile image
cameo gillson 
on Google
8 years ago

I 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! 

Annette Puckett's profile image
Annette Puckett 
on Google
10 years ago

Whitney 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. 

OlyNightLiveJ R's profile image
OlyNightLiveJ R 
on Google
10 years ago

My 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.... read more

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Frequently asked questions about Edward Jones - Financial Advisor: Whitney C Kershner

How is Edward Jones - Financial Advisor: Whitney C Kershner rated?

Edward Jones - Financial Advisor: Whitney C Kershner has a 5 star rating with 4 reviews. 

When is Edward Jones - Financial Advisor: Whitney C Kershner open?

Edward Jones - Financial Advisor: Whitney C Kershner is open now. It will close at 6:00 p.m.  

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