Edward Jones - Financial Advisor: Kate Lindell, ChFC®|AAMS®|CRPC™|CRPS™

Services Offered

• Retirement Planning
• Education Savings Strategies
• Tax-Efficient Investment Management

About

Kate Lindell is a financial advisor based in Stockton, California, affiliated with Edward Jones. She provides a range of financial services including retirement planning, education savings strategies, and tax-efficient investment management. Kate specializes in helping clients achieve their financial goals through personalized, face-to-face consultations. Her focus is on serving individuals and families looking to build long-term wealth and prepare for significant life events.

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