Edward Jones - Financial Advisor: Heather R Harshman, CFP®

Services Offered

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

About

Heather R Harshman is a Certified Financial Planner (CFP®) and financial advisor based in Lake Placid, Florida. She provides personalized financial planning and investment guidance to clients in the local area. Heather specializes in retirement planning, education savings strategies, and tax-efficient investing. Her approach emphasizes face-to-face conversations to understand and align with her clients' financial goals.

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