Edward Jones - Financial Advisor: Kate Somerville, CEPA®

Services Offered

• retirement planning
• education savings strategies
• tax-efficient investment management

About

Kate Somerville is a financial advisor based in Mesa, Arizona, affiliated with Edward Jones. She provides personalized financial planning and investment guidance to clients in the local community. Her services include retirement planning, education savings strategies, and tax-efficient investment management. Kate's approach emphasizes face-to-face consultations to help individuals and families achieve their financial goals.

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