Edward Jones - Financial Advisor: Lisa Beally, CFP®|AAMS®|CRPC™

Services Offered

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

About

Lisa Beally is a Certified Financial Planner (CFP®) and financial advisor based in Indianapolis, Indiana. She provides personalized financial planning and investment guidance to clients in the local area. Lisa specializes in retirement planning, education savings strategies, and tax-efficient investing. As part of Edward Jones, she emphasizes the importance of face-to-face consultations to help individuals and families achieve their financial goals.

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