Edward Jones - Financial Advisor: Lisa J Middagh

Services Offered

• retirement planning
• education savings
• investment management
• tax-efficient investing

About

Lisa Middagh is a financial advisor based in Otsego, Minnesota, affiliated with Edward Jones. She provides personalized financial planning and investment guidance to clients, focusing on retirement preparation, education savings, and tax-smart investing strategies. Lisa emphasizes the importance of face-to-face conversations to understand her clients' financial goals and tailor her advice accordingly. Her practice aims to assist individuals and families in achieving long-term financial success and stability.

Reviews

Location

Business Information