Edward Jones - Financial Advisor: Helen Lake, CFP®|AAMS®

Services Offered

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

About

Helen Lake is a Certified Financial Planner (CFP®) and financial advisor based in Atlanta, Georgia. She provides personalized financial planning and investment guidance to clients in the local area. Helen specializes in retirement planning, education savings strategies, and tax-smart investing. Her approach emphasizes face-to-face conversations to help clients achieve their financial goals.

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