Edward Jones - Financial Advisor: Katie Tan, AAMS®

Services Offered

• Retirement Planning
• Education Savings
• Insurance Needs

About

Katie Tan is a financial advisor based in Charlotte, North Carolina, providing personalized financial planning and investment guidance. She specializes in retirement planning, education savings, and insurance needs, leveraging the extensive resources of Edward Jones. With a focus on building long-term relationships, Katie aims to help clients achieve their financial goals through tailored strategies. Her practice serves individuals and families looking for comprehensive financial support.

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