Edward Jones - Financial Advisor: Lori D Allen, CFP®|ABFP®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management
• Tax planning

About

Lori D Allen is a Certified Financial Planner (CFP®) and financial advisor based in Las Cruces, New Mexico. She provides personalized financial planning and investment guidance, focusing on retirement preparation, education savings, and tax-smart investing strategies. As part of Edward Jones, Lori emphasizes the importance of face-to-face consultations to understand her clients' unique financial goals. Her practice is dedicated to helping individuals and families achieve long-term financial success.

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