Edward Jones - Financial Advisor: Thad Wolgamott, CEPA®|AAMS®

Located in Weatherford, OK, Edward Jones - Financial Advisor: Katie Bartmann is a financial services firm committed to assisting individuals, families, and small businesses in achieving their investment objectives and financial aspirations. Specializing in providing personalized guidance, Katie Bartmann focuses on tailored solutions spanning investment management, retirement planning, estate planning, and educational savings initiatives. The firm's network of dedicated financial advisors, including Katie Bartmann, ensures a national presence, placing a strong emphasis on cultivating enduring advisor-client relationships through comprehensive consultations and continuous assistance to empower clients in preparing for the diverse stages of life. At Edward Jones - Financial Advisor: Katie Bartmann, the focus lies on individualized client attention, crafting bespoke strategies that resonate with each client's unique circumstances, rather than delivering a generic, transactional experience. By making thoughtful financial planning accessible to a wide spectrum of investors, Katie Bartmann epitomizes a commitment to delivering tailored financial solutions that align with clients' distinct goals and aspirations. Emphasizing a client-centric approach, Katie Bartmann embodies the ethos of Edward Jones, prioritizing personalization and meticulous care in ensuring that clients receive the guidance and support needed to navigate the complexities of their financial journeys. Generated using this brand's available information

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

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