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Edward Jones - Financial Advisor: Katherine G Grusy, CFP®|ChFC® - Goshen, Indiana

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 21767 Omega Ct Suite B, Goshen, IN 46528, United States.
Phone: 5748751541.
Website: edwardjones.com
Specialties: Financial Advisor, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Edward Jones - Financial Advisor: Katherine G Grusy, CFP®|ChFC®

Edward Jones - Financial Advisor: Katherine G Grusy, CFP®|ChFC® 21767 Omega Ct Suite B, Goshen, IN 46528, United States
☎️5748751541

⏰ Open Hours of Edward Jones - Financial Advisor: Katherine G Grusy, CFP®|ChFC®

  • Monday: 8 am–4 pm
  • Tuesday: 8 am–4 pm
  • Wednesday: 8 am–4 pm
  • Thursday: 8 am–4 pm
  • Friday: 8 am–4 pm
  • Saturday: Closed
  • Sunday: Closed

About Edward Jones - Financial Advisor: Katherine G Grusy, CFP®|ChFC®

When seeking financial guidance, Katherine G Grusy, CFP®|ChFC®, stands out as a distinguished financial advisor at Edward Jones. Located at 21767 Omega Ct Suite B, Goshen, IN 46528, United States, Katherine brings a wealth of experience and a commitment to client service. With a phone number 5748751541, it's easy to reach out for personalized financial advice. For those who prefer digital interaction, her professional presence can be found on the Edward Jones website (edwardjones.com), where you can learn more about her services and strength in the industry.

Key Features and Specialties

Financial Advisor: Katherine's role as a financial advisor is pivotal, offering comprehensive strategies tailored to individual needs.
Finance Broker: With expertise in finance broking, she connects clients with the best investment opportunities.
Investment Service: Providing detailed investment services ensures that clients' money grows wisely over time.
Stock Broker: Specializing in stock broking, Katherine helps clients navigate the complex world of stocks with confidence and clarity.

Accessibility and Convenience

For clients who value accessibility, Edward Jones' Goshen office is fully equipped to accommodate everyone's needs. The parking lot, entrance, and restrooms are wheelchair-accessible, making the visit comfortable for all. An appointment is recommended to ensure personalized attention, emphasizing the firm's commitment to providing a tailored financial planning experience.

Client Feedback and Services

With only one review on Google My Business, the feedback is overwhelmingly positive, reflecting an average opinion of 5/5. This indicates a high level of client satisfaction. Clients appreciate Katherine's patient approach and her ability to break down complex market details into understandable terms. Her wisdom and honesty in guiding clients' investments have earned her a trusted position among her clients.

How to Get Started

  • For those interested in exploring financial advice, reaching out to Katherine via phone or visiting her website is the first step.
  • Given the positive feedback, it's recommended to schedule an appointment to discuss specific financial goals and needs.
  • Considering her accessibility features, clients with mobility issues can visit without hassle.

👍 Reviews of Edward Jones - Financial Advisor: Katherine G Grusy, CFP®|ChFC®

Edward Jones - Financial Advisor: Katherine G Grusy, CFP®|ChFC® - Goshen, Indiana
Mark R.
5/5

Katherine is a trusted voice in the sea of financial advisers that are out there. She is patient, and explains market details in easy to understand terms. We trust our investing activity to her wise and honest guidance.

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