Edward Jones - Financial Advisor: Ben Durfee, CFP®|ChFC®|CLU®

Services Offered

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

About

Ben Durfee is a Certified Financial Planner (CFP®) and financial advisor based in Waupaca, Wisconsin. He specializes in retirement planning, education savings strategies, and tax-efficient investment management. At Edward Jones, Ben emphasizes the importance of face-to-face conversations to help clients achieve their financial goals. He serves individuals and families looking to build long-term wealth and prepare for significant life events.

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