Edward Jones - Financial Advisor: Heather Benz, CFP®|AAMS®

Services Offered

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

About

Heather Benz is a Certified Financial Planner (CFP®) and financial advisor based in Westfield, New Jersey. She provides personalized financial planning and investment guidance to clients in the local area. Heather specializes in retirement preparation, education savings strategies, and tax-efficient investing. Her approach emphasizes face-to-face consultations to help clients achieve their financial goals.

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