I appreciate Karen's knowledge, as well as full spectrum service. It was good, as we are approaching retirement, to have an updated overview of where we're at. It was also very helpful to understand the strategy, service & Integrity she operates through Edward Jones.
I had an IRA I'd left too long in a glorified savings account. I already had a financial counselor that I've been working with for other things, which didn't bother her. Having met Karen in a business group, watching & listening to her over time, I decided she would be the one to invest this with.
Every question I had & every reason to invest it in a certain direction, was explained clearly. This included taking a risk assessment for my comfort zone, so that she would not ask me to go any further than I wanted to. To me, that also is a mark of her as an excellent financial counselor, who wants what is best for me.
I highly recommend you get in touch with her for a free assessment to see if you're where you want on your goals, whether you're just starting out or need to figure out how to get started, midway or further on your investing journey. read more