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

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

Main Services

• Financial Consultant: Providing personalized financial guidance and planning
• Finance Broker: Helping clients achieve their financial goals through investment and insurance products
• Investment Service: Offering a range of investment options, including stocks, bonds, and mutual funds
• Stock Broker: Buying and selling securities on behalf of clients
• Retirement Planning: Assisting clients in creating a secure retirement plan
• Investment Management: Managing client portfolios to achieve their investment objectives
• Insurance Services: Offering insurance products, including life, health, and disability insurance
• Retirement Income Planning: Helping clients create a sustainable income stream in retirement
• Education and Planning: Providing educational resources and planning tools to help clients achieve their financial goals
• Business Financial Planning: Helping small business owners create a financial plan and achieve their business objectives

Location and Access

Edward Jones - Financial Advisor: Lisa M Wagner, RICP®|AAMS®|CRPC™ is located at 20 N Grand Ave Suite 104, Fort Thomas, KY 41075, United States. This office is easily accessible by car, with a wheelchair-accessible parking lot and entrance. The office is also wheelchair-accessible, with a toilet facility available for clients.

The office is located in the heart of Fort Thomas, a charming city with a rich history and natural beauty. The city is situated in the Northern Kentucky region, approximately 10 miles south of Cincinnati, Ohio.

For those traveling by public transportation, the office is accessible by bus, with several routes connecting to the city center. The nearest airport is the Cincinnati/Northern Kentucky International Airport (CVG), which offers flights to major destinations across the United States.

Featured Characteristics

* Personalized Service: Edward Jones - Financial Advisor: Lisa M Wagner, RICP®|AAMS®|CRPC™ provides personalized financial guidance and planning tailored to each client's unique needs and goals.
* Investment Experience: With extensive experience in the financial industry, Lisa Wagner has a deep understanding of investment products and strategies, enabling her to provide expert guidance to clients.
* Comprehensive Planning: The office offers comprehensive financial planning, including retirement planning, investment management, and insurance services, to help clients achieve their long-term financial goals.
* Convenient Location: The office is conveniently located in the heart of Fort Thomas, with easy access to public transportation and parking facilities.
* Professional Staff: The office is staffed by experienced professionals, including Lisa Wagner, who are dedicated to providing exceptional service and guidance to clients.

Practical Information

* Address: 20 N Grand Ave Suite 104, Fort Thomas, KY 41075, United States
* Phone: 859-814-8428
* Website: edwardjones.com
* Hours of Operation: Monday - Friday, 9:00 AM - 5:00 PM
* Appointments: Appointments are recommended, but walk-ins are also welcome.

Reviews and Testimonials

This company has 0 reviews on Google My Business. However, based on the information provided, it appears that Edward Jones - Financial Advisor: Lisa M Wagner, RICP®|AAMS®|CRPC™ is a reputable and experienced financial services firm. The office's commitment to providing personalized service, comprehensive planning, and convenient location make it an attractive option for individuals seeking financial guidance.

While there are no reviews available, the office's professional staff, featured characteristics, and practical information suggest that clients can expect exceptional service and guidance from Lisa Wagner and her team.