Edward Jones - Financial Advisor: Allen Wessel, CFP®

Services Offered

• Retirement planning
• Education savings strategies
• Tax-efficient investment management

About

Allen Wessel is a Certified Financial Planner (CFP®) and financial advisor based in New Holland, Pennsylvania. He provides financial planning and investment guidance to clients in the local area. His services include retirement planning, education savings strategies, and tax-efficient investment management. Allen focuses on helping individuals and families achieve their financial goals through personalized, face-to-face consultations.

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