Edward Jones
Financial Advising
Why pick this one
They provide tailored financial strategies including Business Retirement Plans and have a certified financial advisor in Clayton, NC.
Best for
- individuals seeking comprehensive financial advice
- business owners looking for retirement planning solutions
Look elsewhere if
- clients seeking low-cost investment options
- those looking for generalized financial advice without a personal touch
Specialties
- Business Retirement Plans
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
Certifications
- AAMS®
What makes them different
- Financial Advisor Katherine Johnson holds an MBA and is an Accredited Asset Management Specialist™.
- The firm offers personalized financial services and tools to support investments.
- Edward Jones provides a Starting Point tool for planning a financial future.
- They offer a quiz to help clients determine their financial priorities.
- Serves
- Clayton
Distilled from this business's own website.
Contact & Location
- Address
- 200 Butternut Ln, Clayton, NC 27520-5857
- Phone
- +19195537431
- Website
- http://edwardjones.com/kitty-johnson
- kitty.johnson@edwardjones.com
Services
- financial advising