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: Katie Smith, CFP®
16 Main St, Knightdale, NC
27545, United States
Hours
Reviews
5.0
1 reviews
5 stars
1
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1 star0
- NBNolan BaileyMar 11, 20255.0Katie has been an excellent advisor to our financial investment success. I have seen tremendous growth in my accounts since transferring to her. She always responded quickly and gives all the information you need in making sound investment decisions
Frequently Asked Questions About Edward Jones - Financial Advisor: Katie Smith, CFP®
What type of financial services does Edward Jones - Financial Advisor: Katie Smith, CFP® offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Who is the financial advisor at this Edward Jones location?
The financial advisor is Katie Smith, CFP®.
What are the office hours for Edward Jones - Financial Advisor: Katie Smith, CFP®?
The office is open Monday through Friday from 8:30 AM to 4:00 PM and is closed on Saturdays and Sundays.
Where is Edward Jones - Financial Advisor: Katie Smith, CFP® located?
The office is located at 16 Main St, Knightdale, NC 27545, USA.
How can I contact Katie Smith for an appointment or inquiries?
You can contact Katie Smith by phone at +1 919-295-9229 or via email at katie.smith@edwardjones.com.
Is there an online way to schedule a consultation with Katie Smith, CFP®?
Yes, you can schedule a consultation via the reservation page: https://www.edwardjones.com/us-en/financial-advisor/katie-smith/contact/
Does Edward Jones offer mobile apps for managing my investments?
Yes, Edward Jones offers mobile apps available for Android and iOS devices to help manage your investments.
What are some nearby places of interest close to Edward Jones - Financial Advisor: Katie Smith, CFP®?
Nearby places include Knightdale Baptist Church, Lassiter Distilling Company, and Wax Queen and Skin spa, which you might visit before or after your appointment.
Are there any local parks near Edward Jones - Financial Advisor: Katie Smith, CFP® where I can relax?
Yes, Knightdale Parks & Recreation and Harper Park are nearby locations perfect for relaxation or outdoor activities.
Which nearby places could I visit for dining or socializing around Edward Jones in Knightdale?
You can visit La Mexicanita for Mexican food, Rewind Retrobar for cocktails, or Grace Nutrition for a healthy meal.