Marc Henn is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Harvest Financial Advisors, LLC in West Chester, OH and the surrounding communities.
Financial Advisor Certifications
Securities Registrations or Exam Qualifications
Designations & Certifications
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Life insurance: Ohio, Kentucky
Health/disability insurance: Ohio, Kentucky
Financial Advisor's Specialties
Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Banking, Charitable & Planned Giving, Asset Allocation, Business Taxes, Career Change, Investment Management, Estate Planning, Employee Benefits, Insurance, Job Loss, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Personal Taxes
Planner Search is a financial planning resource for individuals, families, and businesses. Find a caring and credentialed financial advisor serving the West Chester, OH area. Financial planners offer a wide range of services including: tax planning, retirement planning, estate planning, insurance planning, inherited ira, and more.
The Planner Search directory is made Financial Planning Association (FPA) members and includes CFP® professionals, educators, financial services providers, and others who follow the highest standards of professional competence and integrity. Contact a financial planner today and find out how they can help you prepare financially for major life changes, investments, personal finance, or business finances.