Verified recordInvestment Management

Harry Hellen

Independant Investment Advisor & Owner at Hh Financial Planning Group

Based in Dodgeville, United States

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Seniority

Other

Department

Other

Location

Dodgeville

Industry

Investment Management

Company size

2

Contact information

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Email

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h•••••••@hhfinancialplanning.com

Phone

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Background

About Harry Hellen

I partner with my clients to establish and help them achieve their financial goals through objective planning and management of investment assets. I strive to educate my clients and help them achieve financial security based on their personalized plan. Exclusively serving Iowa County, my clients include individuals, families and business owners. They value my ability to identify and evaluate risk management techniques and strategies tailored to their specific needs. They appreciate that I put their interests first and act with absolute integrity and honesty. To better serve my clients, I earned my Certified Financial Planner® designation. This designation is held by only a small percentage of advisors and gives me the knowledge across retirement, education, estate and tax planning. I live with my family in rural Barneveld. My wife, Alyssa, and I are proud parents of four sons, Harrison, Hank, Harvey and Huxley. To learn more about how I can help you, please contact me at: Phone:(608) 935.7800 Email: harry@hhfinancialplanning.com Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites. Securities offered through Registered Representatives of Cambridge Investment Research, Inc, a Broker-Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc, A Registered Investment Advisor. Cambridge and HH Financial Planning Group are separate entities. Securities Licensed in in WI, AZ, CA, CO, FL, IA, IL, IN, MI, MN, OH, & WY

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