Edward Jones - Financial Advisor: Lisa M Casillo, AAMS®

Services Offered

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

About

Lisa M Casillo is a financial advisor based in Worcester, Massachusetts, affiliated with Edward Jones. She provides personalized financial planning services, 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. Her practice serves individuals and families looking for tailored investment guidance and long-term financial planning solutions.

Reviews

Location

Business Information