Edward Jones - Financial Advisor: Lisa M Wagner, RICP®|AAMS®|CRPC™ - Fort Thomas, Kentucky

Edward Jones - Financial Advisor: Lisa M Wagner, RICP|AAMS|CRPC

Edward Jones - Financial Advisor: Lisa M Wagner, RICP|AAMS|CRPC is a reputable financial services company located at 20 N Grand Ave Suite 104, Fort Thomas, KY 41075, United States. The company offers a wide range of financial services, including financial consulting, finance broking, investment services, and stock broking.

Main Services

• Financial Consulting: Lisa M Wagner and her team provide personalized financial guidance to help clients achieve their long-term financial goals.
• Finance Broking: The company offers a variety of financial products, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs), to help clients invest their money.
• Investment Services: Edward Jones - Financial Advisor: Lisa M Wagner provides investment services, including portfolio management, retirement planning, and estate planning.
• Stock Broking: The company offers stock broking services, including buying and selling stocks, options, and other securities.
• Retirement Planning: Lisa M Wagner and her team help clients create customized retirement plans to ensure a secure financial future.
• Estate Planning: The company provides estate planning services, including wills, trusts, and powers of attorney.
• Insurance Services: Edward Jones - Financial Advisor: Lisa M Wagner offers a range of insurance products, including life insurance, health insurance, and disability insurance.
• Tax Planning: The company provides tax planning services, including tax planning, tax preparation, and tax consulting.
• Investment Education: Lisa M Wagner and her team offer investment education programs to help clients learn about investing and personal finance.

Location and Access

Edward Jones - Financial Advisor: Lisa M Wagner is located at 20 N Grand Ave Suite 104, Fort Thomas, KY 41075, United States. The company is easily accessible by car, with ample parking available in the nearby parking lot. The building is wheelchair accessible, with a wheelchair-accessible entrance and car park. Appointments are recommended to ensure that Lisa M Wagner can provide the best possible service to each client.

The company is situated in the heart of Fort Thomas, a charming town located in the northern part of Kentucky. The town is known for its rich history, scenic parks, and friendly community. The company is within walking distance of several restaurants, shops, and other local businesses.

Featured Characteristics

* Experienced Financial Advisor: Lisa M Wagner has many years of experience in the financial services industry and is a registered investment advisor (RICP) and a certified financial planner (CFP).
* Personalized Service: The company offers personalized service to each client, with Lisa M Wagner taking the time to understand each client's unique financial goals and objectives.
* Wide Range of Financial Products: Edward Jones - Financial Advisor: Lisa M Wagner offers a wide range of financial products, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs).
* Competitive Fees: The company offers competitive fees for its financial services, making it an affordable option for clients.
* Convenient Location: The company is conveniently located in the heart of Fort Thomas, making it easy for clients to access.

Practical Information

* Address: 20 N Grand Ave Suite 104, Fort Thomas, KY 41075, United States
* Phone: 859-814-8428
* Website: edwardjones.com
* Business Hours: Monday - Friday, 9:00 AM - 5:00 PM
* Appointments Recommended: Appointments are recommended to ensure that Lisa M Wagner can provide the best possible service to each client.

Opinions and Reviews

This company has 0 reviews on Google My Business, but based on the information provided, it appears that Lisa M Wagner and her team are highly experienced and knowledgeable in the field of financial services. The company's commitment to providing personalized service and its wide range of financial products make it an attractive option for clients.

While there are no reviews available on Google My Business, it's worth noting that Edward Jones is a well-established and reputable financial services company with a long history of providing high-quality services to clients. The company's website and other online resources provide a wealth of information about its services and expertise.

Overall, Edward Jones - Financial Advisor: Lisa M Wagner appears to be a trustworthy and knowledgeable financial services company that offers a wide range of services to help clients achieve their financial goals.