Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future.
For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy
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Edward Jones - Financial Advisor: Katie Goins, CFP®
Frequently Asked Questions About Edward Jones - Financial Advisor: Katie Goins, CFP®
What financial services does Edward Jones - Financial Advisor: Katie Goins offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the office hours for Edward Jones - Financial Advisor: Katie Goins?
The office is open Monday to Thursday from 8:30 AM to 5:00 PM, Friday from 8:30 AM to 4:30 PM, and is closed on Sundays and Saturdays except by appointment only on Saturdays.
How can I schedule an appointment with Katie Goins?
Appointments can be scheduled by contacting them through their email katherine.goins@edwardjones.com or via the online reservation link.
Where is Edward Jones - Financial Advisor: Katie Goins located?
They are located at 3211 Frederica St, Suite I, Owensboro, KY 42301, United States.
Which apps can customers use to access Edward Jones services on mobile devices?
Customers can use the Edward Jones app available on Android via Google Play Store and on iOS through the Apple App Store.
What languages are supported at Edward Jones - Financial Advisor: Katie Goins?
Services are provided in English.
What is a popular nearby location to grab a bite or coffee before or after visiting Edward Jones?
Great Harvest Bread Co., a bakery and cafe, is nearby and a great spot to enjoy coffee or a snack.
Are there any nearby financial institutions or banks close to Edward Jones' office?
Yes, Owensboro Federal Credit Union and Fifth Third Bank are close by, which can be convenient for additional banking services.
Can I visit any wellness or therapy centers near Edward Jones for relaxation before my appointment?
Yes, Halcyon Therapeutic Massage and Hand Therapy Plus are nearby options for massage and physical therapy services.
What should I do if I want to calculate my retirement readiness before consulting with Edward Jones?
You can use their featured Retirement Savings Calculator available on their website to assess your retirement readiness.