Edward Jones - Financial Advisor: Karen Kassy, CRPC™

Karen is great! She has been my financial advisor for over the past year and she really helps me break down my finances. She's helped me with retirement investments, as well as life insurance policies, long term care insurance, and regular savings. She is an excellent communicator and is happy to listen to your needs and concerns. Investing can be a tricky thing and she can show you all the options that best fit your needs. Overall, she is a kind and generous person who really wants the best for others. I highly recommend working with her!

Karen is a very personable and caring financial advisor. She takes time to get to know her clients, and genuinely looks for ways to help them live their best life. I appreciate how she evaluates my account frequently and proposes adjustments... I get tremendous peace of mind knowing my investments are in Karen’s hands! Highly recommend.

Karen Kassy has been my husband's and my financial advisor for the past year. Karen is communicative, knowledgeable, caring, and trusted to assist us in our investments and goals for our future. She goes the extra mile to understand our objectives, and support our long term strategy towards retirement. Karen is always very thorough in answering questions and addressing our concerns. I would highly recommend her to take good care of your portfolio, no matter how big or small.