Edward Jones - Financial Advisor: Katherine S Coton, CFP®

Services Offered

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

About

Katherine Coton is a Certified Financial Planner (CFP®) and financial advisor based in McAdenville, North Carolina. She offers personalized financial planning services, focusing on retirement preparation, education savings, and tax-smart investment strategies. Katherine believes in the importance of face-to-face conversations to understand her clients' financial goals. She serves individuals and families looking to build long-term wealth and achieve their financial objectives.

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