Edward Jones - Financial Advisor: Kate Phillips

Edward Jones - Financial Advisor: Kate Phillips Verified by Yext

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221 Mount Hermon Rd, Suite F, Scotts Valley, CA, 95066

831-621-7370

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Listed In: Investment Services Firms

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

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Edward Jones - Financial Advisor: Kate Phillips
221 Mount Hermon Rd, Suite F, Scotts Valley, CA
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Additional Business Details

Services

Financial Advising, Investment Management, Investment Funds, Stock Broker

Specialties

401(k) Rollovers, Roth IRA, 529 College Savings Plan, Life Insurance, SEP IRAs, Traditional IRAs

Languages

English

Email

katherine.phillips@edwardjones.com

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