Business Details
About
Investment Service
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
Location
Edward Jones - Financial Advisor: Kathy OKane
8410 Pit Stop Ct NW, Concord, NC
28027, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Kathy OKane
What kind of investment services does Edward Jones - Financial Advisor: Kathy OKane provide?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Kathy OKane located?
The office is located at 8410 Pit Stop Ct NW, Suite 110, Concord, NC 28027, United States.
How can I contact Kathy OKane at Edward Jones?
You can contact Kathy OKane by phone at +1 704-295-0035 or via email at kathy.okane@edwardjones.com.
Does Edward Jones offer an app for managing investments?
Yes, Edward Jones offers mobile apps available for Android and iOS platforms to help manage investments.
How can I schedule a consultation with Edward Jones - Financial Advisor: Kathy OKane?
You can schedule a consultation by visiting the reservation page at https://www.edwardjones.com/us-en/financial-advisor/kathy-okane/contact/.
What languages are spoken at Edward Jones - Financial Advisor: Kathy OKane's office?
English is the language spoken at this office.
Are there other financial services nearby Edward Jones - Financial Advisor: Kathy OKane?
Yes, nearby financial services include Lendio Central Charlotte for professional financial advising, Funding Credit for credit and debt counseling, and Project Rent No More specializing in investing and financial advising.
What nearby places could I visit before or after my appointment at Edward Jones - Financial Advisor: Kathy OKane?
You could visit Perfecting Skin or Emerald Skincare & Spa for beauty treatments, Mighty Meeple for arts and entertainment, or enjoy a meal at Aroma Indian Cuisine.
Are there nearby businesses that provide complementary services to Edward Jones?
Yes, nearby real estate agents like Rice Realty LLC, Resilient Realty, and Greenwald and Co. Real Estate provide complementary real estate services.
What makes Edward Jones - Financial Advisor: Kathy OKane different from competitors like Merrill Lynch or Wells Fargo Advisors?
Edward Jones focuses on personalized, face-to-face investment consultations tailored to individual goals and needs, offering retirement planning, education savings, and tax-efficient strategies.