Edward Jones - Financial Advisor: Katie Udy, AAMS®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management
• Tax-efficient investing

About

Katie Udy is a financial advisor based in Sun City West, Arizona, affiliated with Edward Jones. She provides personalized financial planning services, including retirement preparation, education savings strategies, and tax-smart investment guidance. Katie emphasizes the importance of face-to-face conversations to understand her clients' financial goals. Her practice is dedicated to helping individuals and families achieve their financial objectives through tailored advice and support.

Reviews

Location

Business Information