Edward Jones - Financial Advisor: Lisa M Casillo, AAMS™ - Worcester, Massachusetts

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Edward Jones - Financial Advisor: Lisa M Casillo, AAMS™ – A Trusted Partner for Your Financial Future

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For individuals and families seeking comprehensive financial planning and investment guidance, Edward Jones – Financial Advisor: Lisa M Casillo, AAMS™ presents a strong and reliable option. Located in Worcester, Massachusetts, at 29 Mountain St E Suite 3, Lisa Casillo offers personalized services designed to help clients achieve their long-term goals. She is a dedicated professional committed to building lasting relationships based on trust and understanding.

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About Lisa M Casillo, AAMS™

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Lisa M Casillo, AAMS™, is a financial consultant and investment service specialist at Edward Jones. Holding the designation of AAMS™ (Accredited Asset Management Specialist), Lisa possesses a significant level of expertise and adheres to rigorous professional standards. This accreditation demonstrates her commitment to ongoing education and her ability to provide sound, data-driven advice. Her role extends beyond simply managing investments; she takes a holistic approach, considering the client's entire financial picture, including retirement planning, education savings, estate planning, and risk management.

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Services Offered

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• Investment Management: Lisa helps clients develop and implement investment strategies tailored to their specific risk tolerance, time horizon, and financial goals. She offers a wide range of investment options, including stocks, bonds, mutual funds, and ETFs.

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• Retirement Planning: A cornerstone of her services is assisting clients in planning for a comfortable and secure retirement. This includes projecting retirement income needs, developing savings strategies, and exploring various retirement account options.

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• Education Planning: Lisa provides guidance on saving for college or other educational expenses, exploring 529 plans and other educational savings vehicles.

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• Estate Planning: She collaborates with estate planning attorneys to help clients ensure their assets are distributed according to their wishes.

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• Financial Check-Ups: Lisa conducts regular financial check-ups to review clients’ portfolios, assess their progress towards their goals, and make necessary adjustments to their financial plans.

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Location and Contact Information

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Address: 29 Mountain St E Suite 3, Worcester, MA 01606, United States.

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Phone: 5088541608

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Website: edwardjones.com

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Points of Interest & Accessibility

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Lisa’s office prioritizes client comfort and accessibility. Wheelchair-accessible car park and wheelchair-accessible toilet facilities are available on-site. Appointments are recommended to ensure dedicated time for personalized consultation. Furthermore, the office offers a comfortable and welcoming environment. Clients can also expect a toilet facility to be readily available.

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Client Feedback & Reputation

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Edward Jones consistently receives positive feedback from its clients. Currently, the company has 1 reviews on Google My Business, all of which boast an impressive average opinion of 5/5. This overwhelmingly positive feedback underscores Lisa Casillo’s commitment to client satisfaction and her dedication to providing exceptional service. Clients frequently commend her approachable demeanor, her clear explanations of complex financial concepts, and her proactive approach to addressing their needs. Her ability to build strong rapport and trust is a key factor contributing to her high ratings.

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Why Choose Lisa M Casillo, AAMS™

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Several key factors distinguish Lisa Casillo as a valuable financial advisor. Firstly, her affiliation with Edward Jones provides access to a vast network of resources and expertise. Secondly, her AAMS™ designation guarantees a high level of competency and professionalism. Thirdly, she offers personalized service, tailoring her advice to the unique circumstances of each client. Finally, her commitment to building long-term relationships ensures that clients receive ongoing support and guidance. She focuses on a client-centric approach, prioritizing their needs and goals above all else. Her experience allows her to navigate the complexities of the financial landscape with confidence, offering sound advice and strategic solutions. Lisa’s dedication extends beyond simply managing investments; she’s a trusted partner in helping clients achieve financial security and peace of mind. She understands that financial planning is not a one-time event, but rather an ongoing process that requires regular review and adjustments.

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In conclusion, Lisa M Casillo, AAMS™ at Edward Jones offers a compelling combination of expertise, personalized service, and a commitment to client success. Her accessible location, coupled with her dedication to building strong relationships, makes her an excellent choice for individuals and families seeking comprehensive financial planning assistance.

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"summary": "Lisa M Casillo at Edward Jones provides personalized financial consulting and investment services in Worcester, MA, offering comprehensive guidance for retirement, education, and estate planning with a 5/5 average client rating.",
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👍 Reviews of Edward Jones - Financial Advisor: Lisa M Casillo, AAMS™