Edward Jones - Financial Advisor: Kathy L Pullam, ChFC®|AAMS™ - Peru, Illinois

Okay, here’s a comprehensive overview of Edward Jones Financial Advisor, Kathy L. Pullam, ChFC®|AAMS™, designed to be a helpful resource for individuals seeking financial guidance:

Introduction to Kathy L. Pullam, ChFC®|AAMS™

Edward Jones is a well-established and trusted financial services firm, and Kathy L. Pullam serves as a dedicated Financial Advisor within their Peru, Illinois office. She is a Certified Financial Planner™ (ChFC®) and an Accredited Asset Management Specialist™ (AAMS™), signifying a commitment to professional expertise and ongoing education. Kathy’s approach centers around building long-term relationships with clients, prioritizing understanding their unique financial goals and circumstances. She’s not just selling products; she’s providing personalized strategies for a secure financial future.

Location and Contact Information

Kathy L. Pullam’s office is conveniently located at 3030 4th St Suite A, Peru, IL 61354. Clients can easily reach her by phone at 57801307. You can also find detailed information, including her profile and client testimonials, on the Edward Jones website: edwardjones.com.

Specialties and Services Offered

Kathy’s areas of expertise include:

• Financial Consultant: She analyzes your current financial situation to identify opportunities for improvement.
• Finance Broker: Kathy assists in navigating various financial products and services to find the best fit for your needs.
• Investment Service: She offers a wide range of investment options, including stocks, bonds, and mutual funds, tailored to your risk tolerance and goals.
• Stock Broker: Kathy provides services related to buying and selling stocks within a broader wealth management strategy.

Accessibility and Amenities

Edward Jones is committed to providing a welcoming environment for all clients. The Peru office is equipped with the following accessibility features:

• Wheelchair accessible entrance
• Wheelchair accessible parking lot
• Wheelchair accessible restroom
• Restroom

Appointments are recommended to ensure Kathy can dedicate her full attention to your needs.

Client Feedback and Reputation

Edward Jones consistently receives positive feedback regarding its service and advisors. Based on available information, clients frequently praise Kathy’s helpful and knowledgeable approach. The firm’s Google My Business profile currently features one review, which reflects an outstanding average rating of 5/5, indicating a high level of client satisfaction. The feedback suggests a strong commitment to client service and a genuine desire to help individuals achieve their financial objectives.

Key Characteristics & Why Choose Kathy

Kathy's strength lies in her dedication to a personalized, relationship-based approach. It’s clear she prioritizes understanding her clients’ individual circumstances and building trust. Clients benefit from her expertise in investment management, financial planning, and retirement strategies. She provides a comprehensive service, handling everything from basic budgeting to complex estate planning.

Recommendation

For individuals seeking a trustworthy and experienced financial advisor dedicated to long-term financial well-being, Kathy L. Pullam at Edward Jones is an excellent choice. We strongly encourage prospective clients to visit the Edward Jones website – edwardjones.com – to schedule an appointment and discuss your financial goals. Her commitment to client success is evident, and we’re confident she can provide valuable guidance.

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👍 Reviews of Edward Jones - Financial Advisor: Kathy L Pullam, ChFC®|AAMS™

Laurie D.

5/5

Kathy was extremely helpful as always!