Edward Jones - Financial Advisor: Lisa J Ayotte, CFP®|CPWA®

Services Offered

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

About

Lisa J Ayotte is a Certified Financial Planner (CFP®) and financial advisor based in Grand Rapids, Michigan. She provides personalized financial planning and investment guidance to clients in the local area. Lisa specializes in retirement planning, education savings strategies, and tax-smart investing. Her approach emphasizes face-to-face conversations to ensure that clients' financial goals are clearly understood and addressed.

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