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I help you uncover what matters to you and your family to help create a strategy to pursue your financial goals.
Helena Pereira
Merrill Financial Solutions Advisor
NMLS #
2686597
2555 East Camelback Road
Suite 900
Phoenix
AZ
85016
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(602) 954.5948
(602) 954.5948
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I help you uncover what matters to you and your family to help create a strategy to pursue your financial goals.
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Financial Plan Checklist: How's your financial plan doing?
Outlook 2026: Expert views on equities and the economy
Plan ahead to take advantage of Fed rate cuts
The potential tax benefits of borrowing
Outlook 2026: Will consumer spending stay strong?
Investing in artificial intelligence: Public and private perspectives
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Helena Pereira is registered to do business in AZ, CA, CO, TX.