Edward Jones - Financial Advisor: Kate Mikkelson, AAMS®|CRPC™

Services Offered

• Retirement planning
• Education savings
• Investment management
• Tax-smart investing

About

Kate Mikkelson is a financial advisor based in Stuart, Florida, affiliated with Edward Jones. She provides personalized financial planning services, focusing on retirement preparation, education savings, and tax-smart investment strategies. Kate emphasizes the importance of face-to-face conversations to understand her clients' unique financial goals. Her practice serves individuals and families looking for tailored financial guidance and investment management.

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