Question 1

Who is Katie Newgard at Edward Jones?

Accepted Answer

Katie Newgard is a financial advisor at Edward Jones, offering personal investment guidance and financial services.

Question 2

What financial services does Edward Jones - Financial Advisor: Katie Newgard provide?

Accepted Answer

They offer financial advising, investment management, stock brokerage, and a variety of investment funds.

Question 3

What specialties does Katie Newgard focus on?

Accepted Answer

She specializes in 401(k) rollovers, Roth IRAs, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.

Question 4

How can I schedule an appointment with Katie Newgard?

Accepted Answer

You can schedule an appointment through the reservation page at https://www.edwardjones.com/us-en/financial-advisor/katie-newgard/contact/

Question 5

What languages are spoken by Katie Newgard at Edward Jones?

Accepted Answer

English is spoken for all client communications.

Question 6

Where is Edward Jones - Financial Advisor: Katie Newgard located?

Accepted Answer

The office is at 10100 6th Ave N, Ste 120, Plymouth, MN 55441, United States.

Question 7

What nearby places can clients visit before or after meeting with Katie Newgard?

Accepted Answer

Clients can visit nearby spots like Thai Table and Baja Sol for dining, or relax at Hong Kong Spa after their appointment.

Question 8

Are there any fitness centers near Edward Jones in Plymouth?

Accepted Answer

Yes, Discover Strength Personal Fitness, Inc. and Slim Genics are nearby gyms available for fitness enthusiasts.

Question 9

Where can clients find nearby services related to beauty and grooming?

Accepted Answer

Nearby beauty and grooming services include Fantastic Sams Cut & Color, Plaza Salon, and Cute Nails.

Question 10

How can I contact Katie Newgard by phone or email?

Accepted Answer

You can reach her at +1 763-546-8004 or via email at katie.newgard@edwardjones.com.

Edward Jones - Financial Advisor: Katie Newgard

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