Edward Jones - Financial Advisor: Kathy OKane
Why pick this one
Edward Jones - Financial Advisor Kathy OKane focuses on retirement income strategies and operates in Concord, NC.
Best for
- retirement planning
- wealth strategy development
- divorce financial advising
Look elsewhere if
- seeking general financial advice without specific retirement needs
- those looking for lower-cost or budget services
Specialties
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Divorce Finances
- Business Retirement Plans
What makes them different
- Focus on retirement savings and income strategies
- Specializes in divorce finances
- Offers business retirement plans
- Serves
- Concord
Distilled from this business's own website.
Contact & Location
- Address
- 8410 Pit Stop Ct NW, Suite 110, Concord, NC 28027
- Phone
- 7042950035
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- kathy.okane@edwardjones.com
Services
- financial advising
- investment management