Edward Jones - Financial Advisor: Katie B Goforth, AAMS®
Financial Service
Why pick this one
Edward Jones - Financial Advisor: Katie B Goforth, AAMS® provides wealth, retirement income, estate and legacy strategies from a Newton, NC office.
Best for
- retirement income planning
- retirement savings strategies
- estate and legacy strategies
- charitable giving strategies
- reviewing an existing financial strategy
- planning for a major financial event
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
- AAMS®-certified financial advisor
- Offers wealth, retirement income, estate and legacy, charitable giving, and retirement savings strategies
- Provides introductory consultations, current strategy reviews, account opening, and major financial event support
- Office team includes an MBA-holding Senior Branch Office Administrator
- Collects planned investment ranges from less than $250K to $1MM+ for consultations
Distilled from this business's own website.
Contact & Location
- Address
- 218 S Brady Ave, Newton, NC 28658
- Phone
- (828) 466-1330
- Website
- https://www.edwardjones.com/katie-goforth
- katie.goforth@edwardjones.com
Services
- wealth management
- retirement planning
- estate and legacy planning
- charitable giving planning
- retirement savings planning
- introductory consultations
- current strategy reviews
- account opening
- major financial event support