Edward Jones - Financial Advisor: Helen K Bennett, CFP®

Services Offered

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

About

Helen K Bennett is a Certified Financial Planner (CFP®) and financial advisor based in Philomath, Oregon. She provides personalized financial planning and investment guidance, focusing on retirement preparation, education savings, and tax-smart investing. Helen emphasizes the importance of face-to-face conversations to understand her clients' unique financial goals. Her practice is dedicated to helping individuals and families navigate their financial journeys effectively.

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