Katherine S Coton
Financial Advising
Why pick this one
Katherine S Coton specializes in Estate & Legacy Strategies and is a certified financial planner.
Best for
- clients seeking comprehensive retirement strategies
- individuals needing advice on divorce finances
- families planning intergenerational wealth transfer
Look elsewhere if
- looking for basic budgeting advice
- seeking investment-only services without financial planning
Specialties
- Estate & Legacy Strategies
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Intergenerational Planning
- Divorce Finances
Certifications
- CFP®
What makes them different
- Focus on intergenerational planning
- Provides strategies for divorce finances
- Offers wealth and retirement income strategies
- Serves
- McAdenville
Distilled from this business's own website.
Contact & Location
- Address
- 102 Main Street Suite 200, Mcadenville, NC 28101
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- katherine.coton@edwardjones.com
Services
- financial advising