Edward Jones - Financial Advisor: Katie B Goforth, AAMS®
Why pick this one
Edward Jones - Financial Advisor: Katie B Goforth, AAMS® offers retirement income, estate and legacy, and wealth strategies from its Newton, NC office.
Best for
- retirement income strategies
- retirement savings strategies
- estate and legacy strategies
- charitable giving strategies
- reviewing an existing financial strategy
Specialties
- wealth strategies
- retirement income strategies
- estate and legacy strategies
- charitable giving
- retirement savings strategies
Certifications
- AAMS® (Accredited Asset Management Specialist™)
What makes them different
- Katie B Goforth holds the AAMS® designation
- Newton office at 225 West A Street
- Team includes Amy Collins, Sr. Branch Office Administrator, MBA
- Contact form supports introductory consultations, current strategy reviews, account opening, and help with major financial events
Distilled from this business's own website.
Contact & Location
- Address
- 225 West A Street, Newton, NC 28658
- Phone
- 8284661330
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- katie.goforth@edwardjones.com
Services
- financial advising
- wealth management
- retirement planning
- estate and legacy planning
- charitable giving strategies