Dashboard
Messages
Overview
Services
Location
Prices
Reviews
Edward Jones - Financial Advisor: Kate E Gaughan
Bend, Deschutes

Financing specialist
 : 
Edward Jones - Financial Advisor: Kate E Gaughan

Bend, Deschutes

Prices

Contact this professional to discuss your project details and price.
About Edward Jones - Financial Advisor: Kate E Gaughan
Professional experience
Edward Jones - Financial Advisor: Kate E Gaughan Kate E Gaughan is a Certified Financial Planner (CFP) and a dedicated Financial Advisor at Edward Jones in Bend, Oregon. With her expertise and personalized approach, Kate is committed to helping her clients achieve their financial goals and secure their financial future. At Edward Jones, we believe in the power of face-to-face conversations when it comes to financial planning. We understand that everyone's financial situation is unique, which is why Kate takes the time to listen to her clients' needs, aspirations, and concerns. By truly understanding her clients' goals, Kate is able to develop personalized strategies that align with their aspirations and help them create a robust financial plan. One of Kate's areas of expertise is retirement planning. Whether her clients are just starting their careers, approaching retirement, or are already retired, Kate assists them in creating a comprehensive retirement plan tailored to their specific circumstances. She helps them identify their retirement goals, explore different investment options, and develop strategies to maximize their retirement income. Another key focus for Kate is helping her clients save for education. She understands the importance of education and the financial implications it can have on families. By employing various college savings strategies and investment vehicles, Kate assists her clients in preparing for the costs of higher education and mitigating the burden of student loans. With her extensive knowledge and experience, Kate also emphasizes the importance of being a tax-smart investor. By working closely with her clients, she helps them understand the tax implications of their investments and develops strategies to minimize their tax liabilities while maximizing their investment returns. If you are in Bend, Oregon, and looking for a dedicated financial advisor who will take the time to understand your unique goals and provide personalized financial advice, Kate E Gaughan at Edward Jones is the right choice. To learn more about Kate and how she can assist you, please visit our website at edwardjones.com or contact her at (*information hidden*to schedule a face-to-face conversation today.

Reviews

• 0.0 • No reviews

Reviews

•
0.0 • No reviews
0.0
Just joined StarOfService
  • 5
    5 stars
    0%
    0
  • 4
    4 stars
    0%
    0
  • 3
    3 stars
    0%
    0
  • 2
    2 stars
    0%
    0
  • 1
    1 star
    0%
    0

Location

Bend, Deschutes (97701)

Important to know

  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
  • English
SpeaksEnglish
Business hours
  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
Speaks
  • English
SpeaksEnglish
Trending in Portland
DjCriminal defense attorneyWedding photographyCateringLabor and employment attorneyHome remodelingInterior designReal estate attorneyPersonal trainingArchitectural servicesLocal movingAccountingImmigration attorneyLife coachingPlumbingPsychologyPhotobookEvent photographyGraphic designElectrical
You might also like
AccountingInsurance brokerageVenue rentTax preparationBusiness consultingBodyguard servicesDocument destructionSecurity guard servicesAdministrative supportTelemarketingDigital marketingAdvertisingSocial media marketingFlyer distributionDirect mail marketingHr and payroll servicesCredit repairMarketingTelemarketing and telesalesBanking services
Similar services
Credit collections serviceStatistical analysisData destructionCustomer service representationRecruitingFranchise consulting and developmentSignage and billboardsData entryShipping serviceAuctioneeringEmail managementWater dock servicesVending machine servicesTelesalesEmail marketingSignageMerchant service and payment processingMerchandising servicesLoan signing servicesSearch engine optimization
Do you have any questions for Edward Jones - Financial Advisor: Kate E Gaughan?Explain your goals and requirements or ask for the additional information you need to make a decision.
To protect your payment, never transfer money or communicate outside of StarOfService.