Edward Jones - Financial Advisor: Shannon M Daily, CFP®

Services Offered

• retirement planning
• education savings
• insurance needs
• investment management

About

Shannon Daily is a Certified Financial Planner (CFP®) based in Helena, Montana, providing personalized financial advice to clients. She specializes in retirement planning, education savings, and insurance needs, leveraging the extensive resources of Edward Jones. Shannon focuses on building long-term relationships with her clients to help them achieve their financial goals. Her approach emphasizes understanding individual circumstances and tailoring strategies accordingly.

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