Edward Jones - Financial Advisor: Brian W Benz, CFP®|ChFC®

Services Offered

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

About

Brian Benz is a Certified Financial Planner (CFP®) and financial advisor based in Edina, Minnesota. He provides personalized financial planning and investment guidance to clients in the local area. Brian specializes in retirement preparation, education savings strategies, and tax-efficient investing. He emphasizes the importance of face-to-face conversations to understand and meet his clients' financial goals.

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