Edward Jones - Financial Advisor: Kate Lindell, ChFC®|AAMS®|CRPC™|CRPS™ cover
EJ

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
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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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Information
834 West Benjamin Holt Drive
Stockton, CA, 95207
(209) 477-1334www.edwardjones.com/us-en/financial-advisor/kate-lindell?y_source=1_MTIxMjEwNC03MTUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D

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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.

Reviews

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