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Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future. Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy

KBKJ Investments, LLC, a thriving establishment situated in Huntersville, NC, stands as a beacon of financial expertise and sound investment practices. Known for their unwavering commitment to assisting clients in achieving their financial aspirations, KBKJ Investments, LLC specializes in offering comprehensive financial solutions tailored to individual needs. The firm excels in providing strategic advice on investment management, retirement planning, estate planning, and educational savings, ensuring that clients receive personalized guidance every step of the way. At KBKJ Investments, LLC, clients benefit from the expertise of seasoned financial professionals who are dedicated to fostering strong client relationships. With a wide-reaching presence in Huntersville, NC, KBKJ Investments, LLC prides itself on delivering customized financial strategies that cater to the unique goals and circumstances of each client. By prioritizing personalized care over generic services, the firm ensures that clients receive the tailored attention and support necessary to navigate the complexities of financial planning with confidence and clarity. Generated using this brand's available information

With the safety of investors’ income and principal in mind, the Fixed Income Fund generates consistent and stable income by issuing or purchasing mortgage and trust deed loans according to strict underwriting criteria with a maximum Loan-to-Value ratio of 70 percent.