Edward Jones - Financial Advisor: Whitney C Kershner
909 Trosper Road Southwest, Tumwater, Washington 98512
About the Business
Edward Jones - Financial Advisor: Whitney C Kershner is a trusted financial institution located at 909 Trosper Road Southwest in Tumwater, Washington. As a dedicated financial advisor, Whitney C Kershner provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for education, or investing for the future, Whitney C Kershner and the team at Edward Jones are here to provide expert guidance and support every step of the way.
Photos
Hours open
Monday:
08:00 - 16:30
Tuesday:
08:00 - 16:30
Wednesday:
08:00 - 16:30
Thursday:
08:00 - 16:30
Friday:
08:00 - 13:00
Saturday:
Closed
Sunday:
Closed
Reviews
"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%."
"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!"
"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."
"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. Thank you Whitney for all that you have done and continue to do for me and my money! :)"
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