Edward Jones - Financial Advisor: Bethany J Simpson, CFP®|AAMS®|CRPC™

Services Offered

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

About

Bethany J Simpson is a Certified Financial Planner (CFP®) and financial advisor based in Klamath Falls, Oregon. She provides personalized financial planning and investment guidance to clients in the local area. Bethany specializes in retirement planning, education savings strategies, and tax-efficient investment management. As part of Edward Jones, she emphasizes the importance of face-to-face conversations to understand and meet her clients' financial goals.

Reviews

Location

Business Information