Edward Jones - Financial Advisor: Kate Phillips

Services Offered

• retirement planning
• education savings
• insurance needs

About

Kate Phillips is a financial advisor based in Scotts Valley, California, affiliated with Edward Jones. She offers a personal approach to investing, providing services that include retirement planning, education savings strategies, and insurance needs. With a network of 18,000 financial advisors, Kate is equipped to support clients in achieving their financial goals. Her practice focuses on delivering tailored financial guidance to individuals and families in the local community.

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