Edward Jones - Financial Advisor: Cara MacMillan
830 Sleater Kinney Road Northeast, Olympia, Washington 98506
About the Business
Edward Jones - Financial Advisor: Cara MacMillan is a reputable finance institution located at 830 Sleater Kinney Road Northeast in Olympia, Washington, United States. Cara MacMillan, a skilled and experienced financial advisor, provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and offering tailored investment strategies, Edward Jones - Financial Advisor: Cara MacMillan is dedicated to helping individuals and families secure their financial future.
Photos
Contacts
830 Sleater Kinney Rd NE Suite A, Olympia, WA 98506, United States
Hours open
Monday:
08:00 - 16:00
Tuesday:
08:00 - 16:00
Wednesday:
08:00 - 16:00
Thursday:
08:00 - 16:00
Friday:
08:00 - 16:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Cara has been so great to work with. She helped me consolidate all of my 401Ks from various employers and educated me on the benefits of contributing to an IRA in addition to my employee sponsored retirement plan. She is friendly and understanding of individual financial needs. Highly recommend."
"Cara is just the best! I feel confident and assured that my investments and savings for retirement are on track. Cara does a really nice job of meeting you where you are and taking you where you want to go. Highly recommend!"
"Working with Cara has been nothing but amazing! She is a people first advisor who is incredibly knowledgeable and always so helpful! I highly recommend Cara!"
"Cara is amazing! She is the first financial advisor we have ever worked with and she took the time to educate and inform us on many topics. She was so patient with us and always made sure we fully understood any choices and felt comfortable before moving forward. She has also never made us feel pressured to make any decisions and regularly checks in to be sure we are still happy with everything. If you need a financial advisor, I highly recommend Cara!"
"Today we conducted our annual review with our financial planner Cara MacMillan. She was welcoming and organized. She is knowledgeable and open minded in exploring our options. She has no agenda - except to do what is in our best interests. Cara is ready to refer us to experts in fields related to, but not her own. Cara congratulated us on our balanced retirement projection and she was sincere. Cara comes up with creative ideas for our finances and gives us pertinent homework for working on our future financial goals. Thank you Cara!"
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