Edward Jones - Financial Advisor: Carolyn M Berenger, AAMS™|CRPS™ - Phoenix, Arizona

Edward Jones, located at Address: 2005 W Happy Valley Rd Ste 145, Phoenix, AZ 85085, United States, is a well-known financial advisory firm that offers a range of financial services to its clients. With a phone number: 6235167755 and website: edwardjones.com, the firm is easily accessible to anyone seeking financial advice.

Carolyn M Berenger, AAMS™|CRPS™, is the financial advisor at this location, and she specializes in financial advisory, finance brokerage, investment services, and stock brokerage. With her expertise and knowledge, she can help clients achieve their financial goals and ensure their financial security.

The firm is wheelchair-accessible, with designated parking spaces and an accessible entrance. It also has toilets on-site, making it convenient for all clients. Appointments are recommended for consultations, and the firm has received positive reviews from its clients. With an average opinion: 5/5 from 5 reviews on Google My Business, Edward Jones is a reputable firm that prioritizes its clients' needs and satisfaction.

Edward Jones offers personalized financial solutions tailored to each client's unique situation and financial goals. The firm's services include retirement planning, education savings, estate and legacy strategies, and insurance and annuities. Carolyn M Berenger, the financial advisor at this location, is dedicated to providing the best possible advice and guidance to her clients.

Reviews of Edward Jones - Financial Advisor: Carolyn M Berenger, AAMS™|CRPS™

Nathan Miller

5/5

Incredibly grateful to Carolyn. We were working through a challenge in establishing an account for my son via our Edward Jones broker in another state - and due to the foreign state laws this was very difficult and time consuming. We came to Carolyn's office hoping that she could help us navigate that process. She was extraordinarily helpful, went above and beyond for my son, and helped us to clear the administrative hurdles that were slowing this process (including working with us well past the closing time for her office) . Looking forward to bringing additional business to her in the near future. Thank You!

Toni Grimm

5/5

Carolyn is very knowledgeable and so easy to work with. We gave her our account a few years ago and wished we would have done it sooner! Highly recommend her.

Leo Zuniga

5/5

Carolyn is such a great advisor!! Her experience and extremely knowledgeable in her expertise ?

Anthony Bone

5/5

Professional and has your best interest at heart. Takes time to learn about you and provide guidance that matches the approach you want to take with budgeting and saving.

Natalie Peck

5/5