Edward Jones - Financial Advisor: Kelly A Tate, CFP®|ChFC®|CLU® - Overland Park, Kansas
Address: 7400 College Blvd Suite 360, Overland Park, KS 66210.
Phone: 32839804.
Website: edwardjones.com
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
📌 Location of Edward Jones - Financial Advisor: Kelly A Tate, CFP®|ChFC®|CLU®
⏰ Open Hours of Edward Jones - Financial Advisor: Kelly A Tate, CFP®|ChFC®|CLU®
- Monday: 9 AM–4 PM
- Tuesday: 9 AM–4 PM
- Wednesday: 9 AM–4 PM
- Thursday: 9 AM–4 PM
- Friday: 9 AM–4 PM
- Saturday: Closed
- Sunday: Closed
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Edward Jones – Kelly A. Tate, CFP®|ChFC®|CLU®: Your Trusted Financial Partner
For individuals and families seeking comprehensive financial planning and expert guidance, Kelly A. Tate at Edward Jones offers a dedicated and personalized approach. Located in Overland Park, Kansas, she is a valuable resource for those navigating the complexities of wealth management and long-term financial security. Kelly’s commitment lies in building lasting relationships based on trust and understanding.
Location: 7400 College Blvd Suite 360, Overland Park, KS 66210
Phone: 32839804
Website: edwardjones.com
About Kelly A. Tate, CFP®|ChFC®|CLU®
Kelly A. Tate holds several prestigious certifications, including Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®). These credentials demonstrate her extensive knowledge and commitment to upholding the highest ethical standards within the financial services industry. As a financial consultant, she specializes in providing tailored advice on a wide range of financial needs, including:
- Retirement Planning
- Investment Management
- Estate Planning
- Insurance Planning
- Education Savings
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Points of Interest & Accessibility
| Feature | Details |
|---|---|
| Accessibility | Wheelchair accessible entrance, wheelchair accessible parking lot, wheelchair accessible restroom. |
| Amenities | Restroom available. |
| Appointments | Appointments are strongly recommended to ensure personalized attention. |
Currently, there are no publicly available reviews on Google My Business for Kelly A. Tate’s practice. This suggests a relatively new or recently unreviewed service, potentially offering a chance for her to establish a strong reputation through client satisfaction.
Average Opinion: 0/5
It’s important to note that the absence of reviews does not necessarily reflect a lack of quality. It simply indicates a need for clients to share their experiences.
Recommendation
For individuals seeking a knowledgeable and dedicated Financial Advisor to help them achieve their financial goals, Kelly A. Tate at Edward Jones presents a strong option. Her professional certifications, combined with the trusted brand of Edward Jones, provide a solid foundation for confident financial planning. We highly recommend visiting her website at edwardjones.com to schedule an appointment and discuss your specific needs. Let Kelly A. Tate be your partner in building a secure and prosperous future.
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