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Caitlin Kuecke
- Female
- Salem, OR
- United States
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Last View: 1:57PM, 4 Mar 10
Last On: 6:03PM, 29 Jan 10
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Latest Activity
IS A ROTH IRA CONVERSION RIGHT FOR YOU? HAVE YOU FULLY FUNDED YOUR IRA FOR YOUR MAXIMUM TAX BENEFIT?LET TALK
FINANCES AND RETIRMENT at CALL FOR LOCATION AND TO RSVP
March 2, 2010 from 11:30am to 7pm
TWO EVENTS IN THE SAME DAY! BOTH EVENTS WILL INCLUDE A MARKET UPDATE AND OUTLOOK AS WELL AS RETIREMENT TOPICS:
LUNCH WILL COVER MAKING INCOME LAST THROUGH RETIREMENT: STAYING IN FRONT OF INFLATION AND PRESERVING PRINCIPLE AND INCOME.
DINNER WILL C…
EVERYONE IS INVITED! NETWORKING 5:30-6PM, 6-7:30PM THE FUN FINANCE STUFF - FOCUS ON BUSINESSES. CARTERED FOOD FROM WILD PEAR, AT THE WEST SIDE WINE STOP 550 TAGGART!!
PS. this event is at no charge to attendees, men, if you are interested in the topics as a business owner, please let me know, as I will be putting together another event for all small business owners and would love to have you attend.
Women Business Owners at West Side Wine- west salem
June 11, 2009 from 5:30pm to 7pm
This workshop will cover important information for female business owners including but not limited to: retirement & succession planning. We will discuss employee benefits and the tax advantages available to small business owners.
Profile Information
- Business Name
- Edward Jones
- Tag Line
- Here to Help You Make Sense of Investing
- SBBI Business Category:
- Financial Advisor
- About Our Business:
- My office is located in the West Salem area, here to serve the neighbors and businesses. We believe that like many things in life, your Nest Egg should not be left in the hands of strangers. Edward Jones is the largest non bank owned brokerage firm in the world, we are here for our clients best interest. We focus on high quality and long term investments to help our clients achieve all their financial goals.
- Phone Number:
- 503-375-7612
- Email address:
- Caitlin.Kuecke@edwardjones.com
- Ideal Customer:
- MY IDEAL CUSTOMER HAS JUST:
*RETIRED
*DECIDED TO RETIRE IN THE NEXT COUPLE YEARS OR SHORTER
*LEFT A JOB OR CHANGED CAREERS
*NEEDS ESTATE SERVICES: FORMING,MANAGING, OR DISSOLVING
*RECENTLY MOVED TO SALEM AND WANTS SOMEONE LOCAL TO MEET WITH FACE TO FACE
*RECENTLY MARRIED, BOUGHT A HOME, OR HAD A CHILD
* BECOME UNSATISFIED WITH THEIR CURRENT SERVICE OR PERFORMANCE FROM THEIR FINANCIAL ADVISOR
Caitlin Kuecke's Blog
BUSINESS SEMINAR AND NETWORKING TONIGHT AT WEST SIDE WINE!!
EVERYONE IS INVITED! NETWORKING 5:30-6PM, 6-7:30PM THE FUN FINANCE STUFF - FOCUS ON BUSINESSES. CARTERED FOOD FROM WILD PEAR, AT THE WEST SIDE WINE STOP 550 TAGGART!!
Posted on July 7, 2009 at 10:43am —
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IS A ROTH IRA CONVERSION RIGHT FOR YOU? HAVE YOU FULLY FUNDED YOUR IRA FOR YOUR MAXIMUM TAX BENEFIT?LET TALK
FINANCES AND RETIRMENT at CALL FOR LOCATION AND TO RSVP
March 2, 2010 from 11:30am to 7pm
TWO EVENTS IN THE SAME DAY! BOTH EVENTS WILL INCLUDE A MARKET UPDATE AND OUTLOOK AS WELL AS RETIREMENT TOPICS:
LUNCH WILL COVER MAKING INCOME LAST THROUGH RETIREMENT: STAYING IN FRONT OF INFLATION AND PRESERVING PRINCIPLE AND INCOME.
DINNER WILL C…
SignWorks has started a new client referral program, that benfeits both our existing customers, along with people that have yet to do business with us.It is very easy, pick up some referral cards from us, fill them out with your information, hand th…
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