Edward Jones - Financial Advisor: Katie Newgard

Services Offered

• Retirement planning
• Investment management
• Education savings
• Insurance needs

About

Katie Newgard is a financial advisor based in Plymouth, Minnesota, providing personalized financial planning and investment guidance to clients. She is part of Edward Jones, which offers a comprehensive approach to investing, focusing on retirement planning, education savings, and insurance needs. Katie works closely with individuals and families to help them achieve their financial goals through tailored strategies and face-to-face consultations. Her practice emphasizes building long-term wealth and preparing for significant life events.

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