Edward Jones - Financial Advisor: Kate E Gaughan, CFP®|CPWA®|AAMS®|CRPC™|AWMA®
5.01 review
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: Kate E Gaughan, CFP®|CPWA®|AAMS®|CRPC™|AWMA®
1345 NW Wall Street, Bend, OR
97703, United States
Hours
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Frequently Asked Questions About Edward Jones - Financial Advisor: Kate E Gaughan, CFP®|CPWA®|AAMS®|CRPC™|AWMA®
What financial services does Edward Jones - Financial Advisor: Kate E Gaughan offer?
Edward Jones - Financial Advisor: Kate E Gaughan offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, along with stocks and bonds, investment management, and advisory services.
What are the office hours for Edward Jones - Financial Advisor: Kate E Gaughan?
The office is open Monday to Thursday from 8:00 AM to 4:00 PM, Friday from 8:00 AM to 3:00 PM, and is closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Kate E Gaughan?
You can contact the office by phone at +1 541-389-4363 or via email at kate.gaughan@edwardjones.com.
Does Edward Jones have an app I can use for managing my investments?
Yes, Edward Jones offers a mobile app available on both Android and iOS platforms for managing your investments conveniently.
Where is Edward Jones - Financial Advisor: Kate E Gaughan located?
The office is located at 1345 NW Wall Street, Suite 300, Bend, OR 97703, USA.
How can I schedule a consultation with Kate E Gaughan at Edward Jones?
You can schedule a consultation by visiting the contact page at https://www.edwardjones.com/us-en/financial-advisor/kate-gaughan/contact/.
What languages does Edward Jones - Financial Advisor: Kate E Gaughan support?
The services are offered in English.
What nearby places are close to Edward Jones - Financial Advisor: Kate E Gaughan?
Nearby places include Bend Family Therapy, Starbucks coffee shop, Wall Street Suites motel, and Pioneer Park, providing options for counseling, refreshments, lodging, and outdoor activities before or after your visit.
Is there a good spot to grab coffee near Edward Jones - Financial Advisor: Kate E Gaughan?
Yes, Starbucks is located nearby and offers a convenient place to grab coffee or a quick bite before or after your appointment.
Are there accommodations near Edward Jones - Financial Advisor: Kate E Gaughan for out-of-town clients?
Yes, Wall Street Suites is a nearby motel that offers convenient lodging options for out-of-town clients visiting the area.