Reviews for Edward Jones - Financial Advisor: Cameron T Kershner
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Monday: 8AM - 4PM
Tuesday: 8AM - 4PM
Wednesday: 8AM - 4PM
Thursday: 8AM - 4PM
Friday: 8AM - 3PM
Saturday: ClosedSunday: Closed
Monday: 8AM - 4PM
Tuesday: 8AM - 4PM
Wednesday: 8AM - 4PM
Thursday: 8AM - 4PM
Friday: 8AM - 3PM
Saturday: ClosedSunday: Closed
We have been with Cameron for five years. Our initial goal was simple; bring our various investments under one roof, consolidate our plans and transition to retirement. (Done) Well, that was just the start as our discussions have progressed to include retirement goals, investment and inheritance planning, RMD’s, tax planning and harvesting outside investments. Cameron has supported us throughout this process and continues to ask questions, modify the plan and provide advice as we move beyond the original goal.
Additionally, Amber provides office support, communications, scheduling and e-signing which are all handled efficiently and make it easy to work with them.
We...read full review
I have been working with Cameron for almost 10 years, and it has been the best decision I have made with my finances. He was a major help during COVID planning, and has been there through my job changes, my new business and major family events.
We’ve been with Cameron since shortly after he began his career as a financial advisor. He stays on top of his business, communicates well, and builds individual plans to the specific needs of each client. He’s particularly adept at navigating situations where spouses may not be on the same page (a rare asset and true benefit to the client).