Edward Jones - Financial Advisor: Lisa D Ferrante, AAMS®

Services Offered

• Retirement planning
• Education savings
• Investment management
• Tax-efficient investing

About

Lisa D Ferrante is a financial advisor based in Brentwood, California, affiliated with Edward Jones. She provides personalized financial planning and investment guidance, focusing on helping clients prepare for retirement, save for education, and engage in tax-smart investing. Lisa emphasizes the importance of face-to-face conversations to understand her clients' financial goals. Her practice serves individuals and families looking for tailored financial strategies.

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