Edward Jones - Financial Advisor: Carol Otters 4010 Watson Plaza Drive, Lakewood, CA 90712
About the Business
Edward Jones - Financial Advisor: Carol Otters is a trusted finance institution located at 4010 Watson Plaza Drive in Lakewood, California, United States. With a focus on providing personalized financial advice and services, Carol Otters and her team are dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones is committed to guiding you every step of the way. Visit us today to start your journey towards financial success.
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Location & Phone number
4010 Watson Plaza Dr Suite 235, Lakewood, CA 90712, United States
Hours open
Monday:
9:00 AM - 4:00 PM
Tuesday:
9:00 AM - 4:00 PM
Wednesday:
9:00 AM - 4:00 PM
Thursday:
9:00 AM - 4:00 PM
Friday:
9:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"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."
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- Financial Advisor
- Audit & Consulting
- 401K Plans
- College Fund Management
- Diversified Portfolio
- Elder Law
- Estate Planning
- Estate Taxation
- Family Wealth Management
- Financial Advisor
- Financial Advisor Services
- Financial Goal Setting
- Generational Wealth Transfer
- Healthcare Funding
- Individual Retirement Accounts
- Inheritance Tax
- Inheritance Tax Planning
- Investing In Bonds
- Investing In Stocks
- Investment Advice
- Investment Strategy
- Investor Relations
- Iras
- Long Term Care Planning
- Long Term Investment
- Personalized Financial Planning
- Portfolio Optimization
- Retirement Benefits
- Retirement Income
- Retirement Income Planning
- Retirement Savings Strategies
- Risk Management
- Small Business Funding
- Small Business Investments
- Small Business Retirement
- Social Security Planning
- Tax Planning
- Wealth Accumulation
- Wealth Management Firms
- Wealth Management Services
- Wealth Transfer
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