Edward Jones - Financial Advisor: Kathie L Coller
- 334 Cornelia St #9 Plattsburgh New York 12901 United States
Profile
Edward Jones – Financial Advisor: Kathie L Coller is part of the nationally recognized Edward Jones network, offering personalized financial planning and investment services to individuals and families in the Plattsburgh, NY area. With a client-first approach, Kathie L Coller helps clients define and work toward their long-term financial goals, including retirement planning, education savings, and legacy strategies. Backed by the resources of Edward Jones, she provides a trusted, community-focused experience grounded in personalized, face-to-face relationships.
Kathie tailors each plan to the client’s unique financial circumstances, ensuring a high level of individualized attention and informed guidance. A strong advocate of financial education, she often helps simplify complex investment decisions so clients feel more confident in their strategies. As part of Edward Jones, she adheres to a holistic wealth management philosophy rooted in long-term planning rather than short-term trends. Known for building relationships that extend over generations, her practice is centered on trust, consistent communication, and a deep understanding of client needs.
Visit: http://www.edwardjones.com/
Key Services:
– Personalized financial planning
– Retirement income strategies
– Investment guidance (stocks, bonds, mutual funds, and more)
– Education savings plans
– Estate and legacy planning
– Wealth management strategies
– Life insurance and long-term care solutions
– Business retirement plans
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Contact Info
- 334 Cornelia St #9, Plattsburgh, New York, 12901, United States
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Phone: (518) 561-4691
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