Edward Jones - Financial Advisor: Carolyn M Berenger, AAMS™|CRPS™
About the Business
Edward Jones - Financial Advisor: Carolyn M Berenger, AAMS™|CRPS™ is a reputable finance institution located at 2005 West Happy Valley Road in Phoenix, Arizona, United States. With a focus on providing personalized financial planning and investment services, Carolyn M Berenger, AAMS™|CRPS™ offers expert advice and guidance to help clients achieve their financial goals. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Carolyn M Berenger, AAMS™|CRPS™ can help create a customized strategy tailored to your individual needs. Trust in their expertise and dedication to help secure your financial future.
Photos
Location & Phone number
2005 W Happy Valley Rd Ste 145, Phoenix, AZ 85085, 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
"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."
"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!"
"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."
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