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David Helfand, Financial Advisor serving the Deerfield, IL area - Ameriprise Advisors

David Helfand

Financial Advisor

Managing Director
BDH Wealth Advisors
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 16 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investment Management
  • Tax Planning Strategies
  • Saving for Education
  • Investments
  • Cash Flow Management Strategies
  • Estate Planning Strategies
  • Family Finances

Qualifications

  • CPA Certified Public Accountant “inactive”

Education

  • BA, Economics University of Illinois, 1991-1995
  • High School Diploma, Glenbrook North High School, 1987-1991

Awards & recognition

  • Ameriprise Circle of Success, 2006-2009, 2012-2017

Community participation

Board of Director Scleroderma Foundation of Greater Chicago

Interests

Economics/Reading/Basketball

Honored to be recognized in Forbes

I’m excited to share that BDH Wealth Advisors has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.