Edward Jones - Financial Advisor: William Henry, CFP®

Services Offered

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

About

William Henry is a Certified Financial Planner (CFP®) and financial advisor based in Penn Yan, New York. He provides a range of financial planning services including retirement preparation, education savings strategies, and tax-smart investment guidance. William emphasizes the importance of face-to-face conversations to understand his clients' financial goals. His practice is dedicated to helping individuals and families achieve their financial aspirations through personalized advice and investment management.

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