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 Sullivan
224 Kirk Road, St Charles, IL
60174, United States
Reviews
5.0
1 reviews
5 stars
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1 star0
- MSMark SullivanDec 23, 20255.0Kate is terrific to work with. Very knowledgeable! Highly recommend!
Frequently Asked Questions About Edward Jones - Financial Advisor: Kate Sullivan
What services does Edward Jones - Financial Advisor: Katherine Sullivan offer?
They provide financial advising, investment management, investment funds, and stock broker services.
What are the specialties of Katherine Sullivan's financial advisory?
Specialties include 401(k) rollovers, Roth IRA, 529 college savings plan, life insurance, SEP IRAs, and traditional IRAs.
How can I schedule an appointment with Katherine Sullivan, the Edward Jones financial advisor?
You can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/kate-sullivan/contact/.
Where is Edward Jones - Financial Advisor: Katherine Sullivan located?
They are located at 224 Kirk Road, St Charles, IL 60174, USA.
What languages are spoken at this Edward Jones financial advisory office?
English is the primary language spoken.
How can I contact Katherine Sullivan via email?
You can email her at kate.sullivan@edwardjones.com.
Are there nearby dining options close to Edward Jones - Financial Advisor: Katherine Sullivan?
Yes, you can visit nearby places like Swank Coffee and Wine Lounge or Panda Express for casual dining.
Can I visit other financial services near this Edward Jones location?
Yes, nearby financial services include Edward Jones - Financial Advisor: Anthony J Cascio-Mariana and Kelly Brizzolara, a mortgage broker.
What shopping options are near Edward Jones - Financial Advisor: Katherine Sullivan?
Nearby shopping includes Ross Dress for Less, Five Below, Dollar Tree, and Ulta Beauty.
Is there a convenient place for fitness near Edward Jones - Financial Advisor: Katherine Sullivan?
Yes, Orangetheory Fitness is located nearby for gym and boot camp sessions.