Katie Kimball - Financial Advisor



Katie Kimball - Financial Advisor

Compassionate Financial Advice for Modern Families and Professionals

I believe that when it comes to financial services, everyone deserves to work with someone they trust. It is my mission to build relationships with my clients, knowing that I truly have their best interests at heart.

Inspired by my father, Brent Kimball, CFP®, I entered this business knowing that I can positively impact the lives in my community. I have the ability to help protect my clients so that if/when an obstacle does arise, their lifestyle does not change. My clients and I work closely to create a customized financial strategy that fits their specific needs, providing them with comfort in knowing that the things that matter most to them will be protected, no matter what life may throw at them. I am privileged to have built a business in which I can teach people something new that in turn has a profound impact on their lives.

My aspirations to help others extend into my personal life, as I frequently work with nonprofits, including the Million Dollar Round Table Foundation, NAGLY, and The Alex’s Team Foundation, for which I am on the Board of Directors. My other interests include spending time with friends and family, usually while enjoying the great outdoors.

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  • (781) 258-5171
  • Email Us
  • 295 Lynn Shore Drive
    Lynn, Boston, MA, Massachusetts 01902
    United States
  • Hours

    Monday 10:00 am - 6:00 pm
    Tuesday 10:00 am - 6:00 pm
    Wednesday 10:00 am - 6:00 pm
    Thursday 10:00 am - 6:00 pm
    Friday 10:00 am - 6:00 pm

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