Edward Jones - Financial Advisor: Lisa Berger

Services Offered

• retirement planning
• education savings strategies
• tax-efficient investing

About

Lisa Berger is a financial advisor based in Mondovi, Wisconsin, affiliated with Edward Jones. She provides personalized financial planning and investment guidance to clients in the local community. Her services include retirement planning, education savings strategies, and tax-efficient investing. Lisa focuses on helping individuals and families achieve their financial goals through face-to-face consultations.

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Business Information