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Edward Jones - Financial Advisor: Katharine Pierce
Working with Katharine as a financial advisor has honestly been a huge relief. She listens, she asks good questions, and she never makes me feel judged for where I’m at. There’s zero pressure—just real guidance from someone who genuinely wants to help people get to a better place financially. I can’t recommend her enough.
MG
Mindi Gowers
Nov 14, 2024
5.0
Katharine is always very thorough and answers all of my questions. I have anxiety and she is willing to listen to me when I need to take a break before I get overwhelmed with information. I am super pleased with our communication. Until I met her, I never wanted to even discuss financial planning. It was just too much for me. Now I have a plan and I feel like I play a part in my own future with Katharine’s help. Highly recommend talking to her.
SR
Sandra Ross
Jan 5, 2024
5.0
Katharine helps you feel confident in your investments. She is excellent at explaining complex ideas in a simple understandable way. Her background as a math teacher really shows.
What are the specialties of Edward Jones - Financial Advisor: Katharine Pierce?
The specialties include 401(k) rollovers, Roth IRAs, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
How can I schedule an appointment with Katharine Pierce?
You can schedule an appointment through the Edward Jones contact page for Katharine Pierce at https://www.edwardjones.com/us-en/financial-advisor/katharine-pierce/contact/.
Where is Edward Jones - Financial Advisor: Katharine Pierce located?
Their office is located at 10371 N Oracle Rd, Suite 104, Oro Valley, AZ 85737, USA.
What languages are spoken by Edward Jones - Financial Advisor: Katharine Pierce?
English is the primary language spoken at this office.
How can I contact Katharine Pierce via phone or email?
You can call +1 520-448-3408 or email katharine.pierce@edwardjones.com.
Are there any nearby financial advisory services near Edward Jones - Financial Advisor: Katharine Pierce?
Yes, nearby financial advisory services include Cornerstone Retirement Resources and another Edward Jones office.
What nearby places can I visit before or after my appointment at Edward Jones?
You can visit ThinkSpace Executive Suites for professional services and event planning or Bluemoon Acupuncture Pain and Wellness Center for holistic health treatments nearby.
Are there nearby insurance agencies where I can explore additional insurance options?
Yes, Forward Strategies Insurance Brokers, Manny Herrera Your Title Expert, and Bridges Insurance Agency are nearby insurance agencies.
What mobile apps are available for Edward Jones clients?
Clients can use the Edward Jones Android app on Google Play and the iPhone app from the Apple App Store for easy access to services.