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Steven Cope
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Edward Jones - Financial Advisor: Kate Lindell, ChFC®|AAMS®|CRPC™|CRPS™
Stockton's personalized financial guidance from Kate Lindell, Edward Jones.
5(1 reviews)
financial-advisor
$$$
Est. 1922
About
Edward Jones - Financial Advisor: Kate Lindell, ChFC®|AAMS®|CRPC™|CRPS™ is a financial consultant serving Stockton, California. Located at 834 W Benjamin Holt Dr, Stockton, this office provides professional financial planning and investment guidance through Edward Jones, helping clients pursue their financial goals with clear, local support.
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Location
834 W Benjamin Holt Dr, Stockton, CA 95207, USA
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Services
Retirement Planning
Customized strategies for retirement savings, income planning, and Social Security optimization.
Investment Management
Personalized portfolio management and asset allocation based on your risk tolerance and goals.
Wealth Management
Comprehensive financial planning including estate, tax, and education funding strategies.
Financial Consultation
One-on-one advisory sessions to review financial health and set actionable goals.
Risk Assessment
Analysis of financial risks and insurance planning to protect your assets and family.
