Edward Jones - Financial Advisor: Kelly A Tate, CFP®|ChFC®|CLU®

Services Offered

• Retirement planning
• Education savings strategies
• Tax-efficient investment management

About

Kelly A Tate is a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®) based in Overland Park, Kansas. She provides a range of financial planning services, including retirement preparation, education savings strategies, and tax-efficient investment management. Kelly emphasizes the importance of face-to-face consultations to understand her clients' unique financial goals and challenges. Her practice is dedicated to helping individuals and families navigate their financial journeys effectively.

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