Edward Jones - Financial Advisor: Karissa Mooney, CFP®|AAMS™ 1421 Union Street, Lafayette, IN 47904
About the Business
Edward Jones - Financial Advisor: Karissa Mooney, CFP®|AAMS™ is a reputable finance institution located at 1421 Union Street in Lafayette, Indiana, United States. Specializing in financial planning and investment management, Karissa Mooney is a Certified Financial Planner and Accredited Asset Management Specialist who is dedicated to helping clients achieve their financial goals. With a focus on personalized service and a commitment to client satisfaction, Edward Jones - Financial Advisor: Karissa Mooney, CFP®|AAMS™ is a trusted partner for individuals and families seeking professional financial guidance.
Photos
Location & Phone number
1421 Union St, Lafayette, IN 47904, United States
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Karissa and her team have been amazing to work with! They are extremely knowledgable and responsive to all of my needs as a young professional. As a CPA, I can refer to her with ultimate trust knowing they will be in great hands. Thank you for always going above and beyond for your clients!"
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- Financial Advisor
- Audit & Consulting
- 401K Investment Planning
- Asset Management Companies
- Business Financing Options
- Business Succession Planning
- Certified Financial Planners
- Estate Planning Services
- Family Financial Planning
- Financial Advisor Lafayette In
- Financial Goal Setting
- Financial Planning Advice
- Income Tax Planning
- Independent Financial Advisors
- Independent Financial Planners
- Individual Retirement Accounts
- Inheritance Tax Planning
- Investment Portfolio Analysis
- Investment Portfolio Management
- Investment Risk Management
- Ira Investment Management
- Long Term Care Insurance
- Long Term Care Planning
- Personalized Investment Planning
- Retirement Investment Management
- Retirement Planning Services
- Retirement Savings Plans
- Small Business Financial Planning
- Small Business Loans
- Tax Planning Strategies
- Trust Estate Planning
- Wealth Creation Strategies
- Wealth Management Services
- Wealth Transfer Strategies
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