Business Details
About
Investment Service
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future.
For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Lisa E Casper, CEPA®
2054 Jennie Lee Drive, Idaho Falls, ID
83404, United States
Hours
Reviews
4.7
13 reviews
5 stars
12
4 stars0
3 stars0
2 stars0
1 star
1
- JCJohn CasperDec 8, 20211.0Apparently got Google to take down my previous review. Yes, I was an actual customer, and she deleted my account when I complained about her service. She did not provide adequate information about beneficiary designation. This caused an error in establishing my account.
- BABlanca AmezcuaNov 12, 20215.0The best decision I have ever made, my family is doing business with them and I recommend it to anyone. Even my 9 year old is getting an account here. One early morning Mr. Cutler a financial advisor came in to my restaurant to talk to me about Edward Jones. I listen carefully and I made the decision to recommend him on my social media, little did I know that my friend from the Idaho Art Lab is a branch office administrator and the rest is history.
- MVMike VickersSep 2, 20215.0I have been very happy with this Edward Jones branch but particularly with Lisa Casper My wife and I both were amazed at the extra effort Lisa put in on our behalf Lisa is that person who stands out from the crowd because of her sincere concern for her clients and her willingness to do whatever is best for those she is serving She is a can do kind of person! The world would be a better place with more Lisa Caspers in it Keep up the good work Thank you Mike
- TTtubesky80Aug 19, 20215.0I have been a client of Lisa's since 2017. She has done an excellent job of helping manage my investments within the risk parameters I established. She provides the necessary information I need to fully understand an investment before I decide to put money in it. I would recommend her, without reservation, to anyone looking for a financial advisor.
Frequently Asked Questions About Edward Jones - Financial Advisor: Lisa E Casper, CEPA®
What services does Edward Jones - Financial Advisor: Lisa E Casper provide?
The office provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and tailored advice through face-to-face consultations.
What are the regular business hours for Edward Jones - Financial Advisor: Lisa E Casper?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on Sundays. On Saturdays, it is open by appointment only.
How can I schedule an appointment with Lisa E Casper at Edward Jones?
You can schedule an appointment via the contact page at https://www.edwardjones.com/us-en/financial-advisor/lisa-casper/contact/.
Where is Edward Jones - Financial Advisor: Lisa E Casper located?
The office is located at 2054 Jennie Lee Drive, Idaho Falls, ID 83404, USA.
What languages are spoken at Edward Jones - Financial Advisor: Lisa E Casper?
The office provides services in English.
What is the best way to contact Lisa E Casper by phone or email?
You can call at +1 208-528-7258 or email lisa.casper@edwardjones.com.
Are there any tanning salons near Edward Jones - Financial Advisor: Lisa E Casper?
Yes, nearby tanning salons include Baja-Sun Tanning and Sun Tan City, which you might visit before or after your financial appointment for some relaxation or skincare treatment.
What real estate services are available near Edward Jones - Financial Advisor: Lisa E Casper?
Several real estate agencies such as Silvercreek Realty Group, Geri Hansen Realtor, and Paula Winn Real Estate are nearby, helpful if you're considering property investments or seeking local real estate advice in conjunction with your financial planning.
Are there beauty and salon services in the vicinity of Edward Jones - Financial Advisor: Lisa E Casper?
Yes, beauty salons and nail salons like NV Salon, Groovy Nails Studio, and Polished by Makenzie are nearby, allowing you to combine your financial visit with some personal grooming or pampering.
What financial competitors are comparable to Edward Jones - Financial Advisor: Lisa E Casper?
Competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab, all offering similar investment and financial advisory services.