Edward Jones - Financial Advisor: Catherine K Watkins, CFP®|WMCP®|AAMS®|CRPC™|CKA®
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: Catherine K Watkins, CFP®|WMCP®|AAMS®|CRPC™|CKA®
776 W Liberty St, Sumter, SC
29150, United States
Hours
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Frequently Asked Questions About Edward Jones - Financial Advisor: Catherine K Watkins, CFP®|WMCP®|AAMS®|CRPC™|CKA®
What financial services does Edward Jones - Financial Advisor: Catherine K Watkins provide?
The office offers personalized investment services, including retirement planning, education savings, tax-efficient investment strategies, stock and bond brokerage, and investment management.
Where is Edward Jones - Financial Advisor: Catherine K Watkins located?
It is located at 776 W Liberty St, Ste A, Sumter, SC 29150, United States.
What are the office hours for Edward Jones - Financial Advisor: Catherine K Watkins?
The office is open Monday to Thursday from 8:30 AM to 5:00 PM, and Friday from 8:30 AM to 4:30 PM. It is closed on weekends.
How can I contact Catherine K Watkins at Edward Jones?
You can reach Catherine K Watkins by phone at +1 803-773-8373 or via email at catherine.watkins@edwardjones.com.
Does Edward Jones offer any online tools or apps for investment management?
Yes, Edward Jones provides mobile apps available for Android and iOS platforms to manage your investments conveniently.
How can I book a consultation with Catherine K Watkins?
You can schedule a consultation via the online reservation page at https://www.edwardjones.com/us-en/financial-advisor/catherine-watkins/contact/.
What languages are spoken at Edward Jones - Financial Advisor: Catherine K Watkins?
The services are provided in English.
Are there any notable places near Edward Jones that clients might visit before or after their appointment?
Clients can visit Swan Lake Iris Gardens, a beautiful park and botanical garden, or stop by the Sumter County Farmers Market for fresh local produce nearby.
Is there a pharmacy close to Edward Jones in Sumter for convenience?
Yes, Medical Court Pharmacy is nearby, offering medical supplies and prescription services, which might be convenient for clients in the area.
Are there any wellness or spa centers near Edward Jones for relaxation after a meeting?
Spa 828, a day spa and beauty salon, is located near Edward Jones, providing a place to unwind and relax after your visit.