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Carol Otters

Financial Advisor

3.67
(3)
As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when in...... Show More
Location & Business Hours
Wednesday
09:00AM to 04:00PM
Thursday
09:00AM to 04:00PM
Friday
09:00AM to 04:00PM
Overall Ratings
3.67
(3)
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About
As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service.But we're not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.
Specialities
New Investors
LGBT Finances
Intergenerational Planning
Estate & Legacy Strategies
Special Needs Financial Considerations
Portfolio Reviews
Community Outreach
Drawing
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55
/850
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FAQs
Here are some Frequently Asked Questions about Carol Otters
What organization is Carol Otters associated with?
Carol Otters is associated with Edward Jones.
What is Carol Otters’s work email address?
Carol Otters’s professional email address is c**********s@e**********.com. You can also email Carol Otters by clicking on the contact Carol Otters.
Where is Carol Otters based out of?
Carol Otters’s primary location is Lakewood, CA.
What is Carol Otters's phone number?
Carol Otters's phone number is (562) 425-1048
What is Carol Otters's title??
Carol Otters is a Financial Advisor.