Edward Jones - Financial Advisor: Katherine S Coton, CFP® - McAdenville, North Carolina

Edward Jones - Financial Advisor: Katherine S Coton, CFP®

Edward Jones is a prominent financial services firm with a dedicated financial advisor, Katherine S Coton, CFP®, located at 102 Main St Suite 200, McAdenville, NC 28101. The firm specializes in providing comprehensive financial planning, investment services, and wealth management solutions to clients in the local area. Katherine Coton, a certified financial planner, brings extensive experience and expertise to help individuals and families achieve their long-term financial goals.

The office is conveniently situated in downtown McAdenville, offering ample parking and wheelchair accessibility, ensuring a comfortable experience for all clients. Appointments are recommended to optimize service and personalized attention. Katherine Coton and her team are committed to understanding each client's unique financial situation, goals, and risk tolerance to develop tailored strategies for success.

Specialties include financial consulting, finance brokering, investment services, and stock brokerage. The firm's dedication to exceptional client service and personalized financial planning has earned them a strong reputation in the community.

Edward Jones - Financial Advisor: Katherine S Coton, CFP® is a trusted name in financial services, helping clients navigate the complexities of wealth management and investment planning. With a focus on building lasting relationships and delivering exceptional service, Katherine Coton and her team are well-equipped to guide clients towards their financial objectives.

Address: 102 Main St Suite 200, McAdenville, NC 28101
Phone: 9803521083
Website: edwardjones.com
Specialties: Financial consultant, Finance broker, Investment service, Stock broker
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended
Opinions: This company has 3 reviews on Google My Business.
Average opinion: 5/5.

👍 Reviews of Edward Jones - Financial Advisor: Katherine S Coton, CFP®

Dion H.

5/5

I was referred to Katherine a few years ago from a friend as he spoke glowingly of her. It didn’t take long for me to realize that everything that I was told about Katherine was more than true!! While Katherine is committed to maximizing and exceeding your financial planning goals, she is also passionate about the personal connection. After our second meeting she told me that our next meeting would be with my household because she wanted to connect with us all. Not only does Katherine create financial gems, she is truly a GEM! Katherine is caring and trustworthy and I believe that she is living in her calling. I have and will continue to recommend Katherine as a trusted advisor!!!

MICHELLE R.

5/5

Always a pleasure to meet with Katherine! Not only does she know her stuff.. she interacts with her clients like she has known them all of her life! Def recommend for your Financial planning!

Robert K.

5/5

Katherine has walked us through every step of the process. We have never talked to another financial advisor that will answer the phone and do things outside of the process just to make us feel comfortable.