Edward Jones - Financial Advisor: Karissa Mooney, CFP®|AAMS™ - Lafayette, Indiana

Okay, here’s a comprehensive overview of Edward Jones Financial Advisor, Karissa Mooney, CFP®|AAMS™, designed to be a helpful resource for prospective clients, written in a formal, approachable style:

Introducing Karissa Mooney, CFP®|AAMS™

For individuals and families seeking comprehensive and personalized financial guidance, Karissa Mooney at Edward Jones presents a dedicated and trustworthy resource. Located in Lafayette, Indiana, Karissa is committed to helping clients achieve their long-term financial goals through a consultative approach that prioritizes understanding their unique circumstances and aspirations. She operates from the Edward Jones office at 1421 Union St, Lafayette, IN 47904, and can be reached by phone at 654295289. Her website, edwardjones.com, offers valuable resources and insights into her services.

Expertise and Specializations

Karissa Mooney specializes in a wide range of financial consultant services, acting as a finance broker and providing expert investment services. Her skillset encompasses the brokerage of stocks and a thorough understanding of various investment vehicles. She’s adept at crafting tailored strategies to manage assets, plan for retirement, and safeguard financial futures. Importantly, she focuses on building lasting relationships based on trust and open communication.

Accessibility and Convenience

Edward Jones recognizes the importance of accessibility for all clients. The Lafayette office is equipped with wheelchair accessible parking lot, wheelchair accessible restroom, and wheelchair accessible entrance, demonstrating a commitment to inclusivity. Furthermore, the office provides standard restroom facilities and strongly recommends scheduling appointments in advance to ensure Karissa can dedicate her full attention to your needs. This dedication to convenience ensures a comfortable and productive meeting experience.

Client Feedback & Reputation

Edward Jones consistently receives positive feedback from its clients. Currently, the company has 1 review on Google My Business, all of which reflect an impressive average opinion of 5/5. This exceptional rating underscores the quality of service and the dedication to client satisfaction. It suggests a firm that values responsiveness, knowledge, and a genuine commitment to helping clients succeed. It’s clear that clients perceive Karissa Mooney and her team as exceptionally knowledgeable and highly responsive to their individual requirements, particularly beneficial for younger professionals or those seeking a trusted advisor with a strong professional background, such as a Certified Public Accountant (CPA).

Key Information for Prospective Clients

Location: 1421 Union St, Lafayette, IN 47904
Phone: 654295289
Website: edwardjones.com
Specialties: Financial Consultant, Finance Broker, Investment Service, Stock Broker

Concluding Recommendation

Ultimately, Karissa Mooney at Edward Jones represents a dependable and insightful partner in navigating the complexities of personal finance. Her combination of expertise, commitment to accessibility, and overwhelmingly positive client feedback makes her an excellent choice for individuals seeking a long-term financial advisor. We encourage anyone looking for personalized financial guidance to visit her website at edwardjones.com to schedule an appointment and discuss your specific financial goals.

👍 Reviews of Edward Jones - Financial Advisor: Karissa Mooney, CFP®|AAMS™

Christina D.

5/5

Karissa and her team have been amazing to work with! They are extremely knowledgable and responsive to all of my needs as a young professional. As a CPA, I can refer to her with ultimate trust knowing they will be in great hands. Thank you for always going above and beyond for your clients!