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

For individuals and families seeking comprehensive financial guidance and personalized investment strategies, Edward Jones – Financial Advisor: Kate Lindell, ChFC®|AAMS®|CRPC™|CRPS™ presents a dependable and client-focused service. Ms. Lindell operates out of a convenient location at 834 W Benjamin Holt Dr, Stockton, CA 95207, United States, and can be reached by phone at 2094771334. Her website, edwardjones.com, offers a wealth of resources and information to prospective clients.

Kate Lindell’s professional credentials – including ChFC®, AAMS®, CRPC™, and CRPS™ – demonstrate a significant commitment to ongoing education and expertise within the financial services industry. These designations signify that she possesses a deep understanding of investment management, retirement planning, estate planning, and insurance, enabling her to address a broad range of financial needs. She specializes in acting as a financial consultant, finance broker, providing investment services, and facilitating transactions as a stock broker. Her approach centers on building long-term relationships based on trust and a thorough understanding of each client’s unique circumstances and goals.

Key Features and Services Offered:

• Investment Management: Ms. Lindell assists clients in developing and implementing investment portfolios tailored to their risk tolerance, time horizon, and financial objectives. She offers a wide array of investment products, including stocks, bonds, mutual funds, and ETFs.
• Retirement Planning: A crucial aspect of her service is helping clients plan for a secure retirement. This includes analyzing current savings, projecting future income needs, and developing strategies to maximize retirement income.
• Estate Planning: Recognizing that estate planning is a vital part of long-term financial security, Ms. Lindell collaborates with estate planning attorneys to assist clients in ensuring their assets are distributed according to their wishes.
• Insurance Planning: She offers guidance on appropriate insurance coverage, including life insurance, disability insurance, and long-term care insurance, to protect clients and their families from unforeseen events.
• Financial Reviews: Regular financial reviews are a cornerstone of her service. She meets with clients periodically to assess their progress toward their goals, make adjustments to their investment strategies as needed, and address any emerging financial concerns.

Accessibility and Client Experience: Ms. Lindell prioritizes client accessibility and comfort. The office is equipped with a wheelchair-accessible car park, wheelchair-accessible toilet, and a wheelchair-accessible entrance, ensuring that all clients can visit with ease. Furthermore, appointments are recommended to allow for dedicated, personalized attention. A toilet is also available on-site. The overwhelmingly positive feedback from clients, reflected in the company’s average Google My Business rating of 5/5, underscores her commitment to providing exceptional service and building strong client relationships. Currently, there are 1 reviews on Google My Business, all of which are overwhelmingly positive and highlight her professionalism, knowledge, and dedication to her clients’ well-being.

About Kate Lindell: Ms. Lindell is dedicated to providing unbiased, objective financial advice. She operates under the principles of the Edward Jones client service philosophy, which emphasizes a personalized approach and a commitment to putting clients’ needs first. She believes in fostering open communication, actively listening to her clients’ concerns, and providing clear, understandable explanations of complex financial concepts. Her experience and qualifications, combined with her dedication to client service, make her a valuable resource for anyone seeking to achieve their financial goals.

Contact Information:

Address: 834 W Benjamin Holt Dr, Stockton, CA 95207, United States

Phone: 2094771334

Website: edwardjones.com

Specialties: Financial consultant, Finance broker, Investment service, Stock broker

Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible toilet, Wheelchair-accessible entrance, Toilet, Appointments recommended.

Opinions: This company has 1 reviews on Google My Business.