Edward Jones - Financial Advisor: Benjamin J Whalen, CFP®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management
• Tax-efficient investing

About

Benjamin Whalen is a Certified Financial Planner (CFP®) and financial advisor based in Red Wing, Minnesota. He specializes in retirement planning, education savings strategies, and tax-smart investing. At Edward Jones, Benjamin emphasizes the importance of face-to-face conversations to understand his clients' financial goals. He serves individuals and families looking to build wealth and prepare for significant life events.

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