Edward Jones - Financial Advisor: Lisa B Pett, AAMS®

Services Offered

• Retirement planning
• Education savings strategies
• Tax-efficient investing

About

Lisa Pett is a financial advisor based in Albany, New York, affiliated with Edward Jones. She provides financial planning and investment guidance tailored to the needs of her clients. Lisa specializes in retirement preparation, education savings strategies, and tax-efficient investing. Her approach emphasizes face-to-face consultations to ensure personalized service and effective financial solutions.

Reviews

Location

Business Information