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: Katherine S Coton, CFP®
102 Main Street, McAdenville, NC
28101, United States
Reviews
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- DHDion HallJun 18, 20245.0I was referred to Katherine a few years ago from a friend as he spoke glowingly of her. It didn’t take long for me to realize that everything that I was told about Katherine was more than true!! While Katherine is committed to maximizing and exceeding your financial planning goals, she is also passionate about the personal connection. After our second meeting she told me that our next meeting would be with my household because she wanted to connect with us all. Not only does Katherine create financial gems, she is truly a GEM! Katherine is caring and trustworthy and I believe that she is living in her calling. I have and will continue to recommend Katherine as a trusted advisor!!!
- MRMICHELLE REDMONDJun 10, 20245.0Always a pleasure to meet with Katherine! Not only does she know her stuff.. she interacts with her clients like she has known them all of her life! Def recommend for your Financial planning!
- RKRobert KraftJun 1, 20245.0Katherine has walked us through every step of the process. We have never talked to another financial advisor that will answer the phone and do things outside of the process just to make us feel comfortable.
Frequently Asked Questions About Edward Jones - Financial Advisor: Katherine S Coton, CFP®
What financial services does Edward Jones - Financial Advisor: Katherine S Coton offer?
Edward Jones provides personalized investment services including retirement planning, education savings, stock and bond brokerage, and tax-efficient investment strategies tailored to individual client goals.
How can I contact the Edward Jones office led by Katherine S Coton?
You can reach the office by phone at +1 704-861-9121 or email katherine.coton@edwardjones.com for inquiries or to schedule an appointment.
Where is Edward Jones - Financial Advisor: Katherine S Coton located?
The office is located at 102 Main Street, Suite 200, McAdenville, NC 28101, United States.
How can I schedule a consultation with Katherine S Coton?
Appointments can be scheduled online through the Edward Jones contact page for Katherine S Coton at https://www.edwardjones.com/us-en/financial-advisor/katherine-coton/contact/
Does Edward Jones offer any tools for retirement planning?
Yes, Edward Jones provides a Retirement Savings Calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help you assess your readiness.
What languages are supported at Katherine S Coton's Edward Jones office?
Services are offered in English at this Edward Jones office.
Are there any nearby dining options I can explore before or after visiting Edward Jones?
Yes, nearby dining options include Spruced Goose Station, an American restaurant and coffee shop; The River Room, a bar and pub; and Terra Mia McAdenville, an Italian restaurant and bar, perfect for refreshments.
What nearby services can help with tax and financial advising related needs?
Nearby you can find Chitwood & Skidmore CPA PA, specializing in accounting, trusts, and financial advising which may complement your financial planning.
Are there any recreational spots near Edward Jones in McAdenville?
Yes, McAdenville Greenway Park offers hiking trails and river views, and Legacy Park is also nearby, providing outdoor spaces to enjoy before or after your appointment.
What transit or community services are close to Edward Jones for customer convenience?
Edward Jones is close to the Post Office McAdenville and United States Postal Service branches, as well as the Town of McAdenville government offices, which can assist with community and mailing needs during your visit.