Edward Jones - Financial Advisor, Katie Goforth

Edward Jones - Financial Advisor, Katie Goforth Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC.

I’m a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With nearly 14,000 financial advisors serving nearly 7 million investors, our firm has built on the belief that the only way to do business is on a one-on-one, personal basis. We do that by getting to know you, understanding your goals, and developing individualized strategi

es to help you reach them. My branch office administrators, Amy and Allison and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office, or visit https://www.edwardjones.com/us-en/financial-advisor/katie-goforth for more information.
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One of the most frequent conversations I have with families is how to balance education savings with retirement goals. W...
06/08/2026

One of the most frequent conversations I have with families is how to balance education savings with retirement goals. With a clear, structured plan, you don’t have to choose one over the other. Let’s talk about what balance could look like for your family.

High-interest debt can feel overwhelming, but a clear plan can change that. As a financial advisor, I work with clients ...
06/02/2026

High-interest debt can feel overwhelming, but a clear plan can change that. As a financial advisor, I work with clients to create strategies that fit their lives and their goals. Ready to get started? Let’s talk.

It’s 5/29 or 529 Education Savings Day. Take this as your cue to learn more about your options to save for your children...
05/29/2026

It’s 5/29 or 529 Education Savings Day. Take this as your cue to learn more about your options to save for your children’s, family members’ or even your own future education. But you don’t have to go on this education finance journey alone — contact me with any questions. Together, we can craft a strategy to help you meet your goals.

Learn more here: https://bit.ly/4u1ZqTm

We had a sweet visit today!
05/13/2026

We had a sweet visit today!

Today, we celebrate the incredible women who inspire us throughout our lives. Whether you’re a mom, a grandmother or a m...
05/10/2026

Today, we celebrate the incredible women who inspire us throughout our lives. Whether you’re a mom, a grandmother or a mother figure, thank you for your comfort, guidance and unwavering love.

Happy Birthday to Katie! Wishing you a wonderful day!
05/09/2026

Happy Birthday to Katie! Wishing you a wonderful day!

Did you know that May 2 is National Life Insurance Day? That’s because it’s the anniversary of when it first became avai...
05/02/2026

Did you know that May 2 is National Life Insurance Day? That’s because it’s the anniversary of when it first became available in the United States.

Learn more with our life insurance guide: https://bit.ly/4t8BKw0

Amy has been serving Edward Jones since 2019. Join me in congratulating Amy on her work anniversary today!
05/01/2026

Amy has been serving Edward Jones since 2019. Join me in congratulating Amy on her work anniversary today!

Market conditions can change fast — but your strategy doesn’t have to. Set clear goals, review your progress regularly a...
04/28/2026

Market conditions can change fast — but your strategy doesn’t have to. Set clear goals, review your progress regularly and keep your portfolio diversified to help you stay on track no matter what the market is doing.

Ready to put these habits into practice? Let's strengthen your long‑term strategy.

Market sentiment, policy backdrop, and geopolitics can change quickly.www.edwardjones.com/us-en

We don’t just celebrate Earth Day — we live it. From Ted and Pat Jones’ conservation legacy to partnerships like the Arb...
04/22/2026

We don’t just celebrate Earth Day — we live it. From Ted and Pat Jones’ conservation legacy to partnerships like the Arbor Day Foundation, our commitment to sustainability runs deep. Join us in creating a greener future for all.

Address

225 W A Street
Newton, NC
28658

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 12pm

Telephone

+18284661330

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