Edward Jones - Financial Advisor: Katie Wall, CFP®|CEPA®
Financial Advising
Why pick this one
Katie Wall at Edward Jones specializes in estate and legacy strategies and accepts clients with investments starting at $500,000.
Best for
- clients seeking comprehensive wealth strategies
- individuals planning for retirement income
- families looking for intergenerational financial planning
Look elsewhere if
- clients with less than $500,000 to invest
- those looking for basic financial advice without specialized strategies
Specialties
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Sustainable Investing
- Portfolio Reviews
Certifications
- CFP®
- CEPA®
What makes them different
- Accepting new clients with an investment of $500,000
- Offers services in both English and French
- Personalized financial planning tools available on website
- Serves
- Garner
Distilled from this business's own website.
Contact & Location
- Address
- 860 Timber Dr, Garner, NC 27529-4850
- Phone
- +19197730663
- Website
- https://www.edwardjones.com/katie-wall
- katie.wall@edwardjones.com
Services
- financial advising