Edward Jones - Financial Advisor: Kathy OKane

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8410 Pit Stop Ct NW Ste 110
Concord, NC 28027
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy
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5.01 reviews
Jamie P.
6/27/2024

Kathy's experience in the financial industry brings so much value to our relationship with her as our FA. She spends time figuring out what is important to my husband and me and has appropriate...

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