Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Kate Phillips
5619 Scotts Valley Dr, Scotts Valley, CA
95066, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Kate Phillips
What services does Edward Jones - Financial Advisor: Kate Phillips provide?
Edward Jones offers financial advising, investment management, investment funds, and stock broker services through Kate Phillips.
Where is Edward Jones - Financial Advisor: Kate Phillips located?
The office is located at 5619 Scotts Valley Dr, Suite 120, Scotts Valley, CA 95066, USA.
How can I schedule an appointment with Kate Phillips at Edward Jones?
You can schedule an appointment online via their reservation page at https://www.edwardjones.com/us-en/financial-advisor/katherine-phillips/contact/.
Who can I contact via email at Edward Jones - Financial Advisor: Kate Phillips?
You can email Katherine Phillips at katherine.phillips@edwardjones.com.
Which retirement and investment specialties does Kate Phillips focus on?
Specialties include 401(k) rollovers, Roth IRA, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
Is Edward Jones - Financial Advisor: Kate Phillips still open for new clients?
Yes, the business is currently open and active to serve clients.
What languages are spoken at Edward Jones - Financial Advisor: Kate Phillips' office?
Services are provided in English.
Which nearby financial advisors are located close to Kate Phillips' office?
Nearby financial advisors include Edward Jones - Financial Advisor: Jeremy T Geels and Edward Jones - Financial Advisor: Zach Brown, CFP®.
What other local businesses are near Edward Jones - Financial Advisor: Kate Phillips?
Nearby businesses include Kaiser Permanente Scotts Valley Medical Offices (with Optical Center and Pharmacy), Solis acupuncture, and Heart of the Mountain Winery, offering medical services, wellness, and leisure activities close by.
How can nearby places like Kaiser Permanente and Heart of the Mountain Winery enhance a visit to Edward Jones - Financial Advisor: Kate Phillips?
Clients can conveniently access medical services at Kaiser Permanente or relax and enjoy local wine tasting at Heart of the Mountain Winery before or after their financial consultation.