Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Lisa M Wagner, RICP®|AAMS®|CRPC™
20 N Grand Ave, Ft Thomas, KY
41075, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Lisa M Wagner, RICP®|AAMS®|CRPC™
Who is Lisa M Wagner at Edward Jones?
Lisa M Wagner is a financial advisor at Edward Jones, located at 20 N Grand Ave, Suite 104, Ft Thomas, KY 41075, US.
What financial services does Lisa M Wagner offer at Edward Jones?
She offers financial advising, investment management, investment funds, and stock broker services.
What special investment plans can I manage with Lisa M Wagner?
She specializes in 401(k) rollovers, Roth IRA, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
How can I schedule an appointment with Lisa M Wagner?
You can schedule an appointment by visiting her contact page at https://www.edwardjones.com/us-en/financial-advisor/lisa-wagner/contact/.
What languages does Lisa M Wagner speak?
She provides services in English.
How can I contact Lisa M Wagner directly?
You can contact her by phone at +18598148428 or email at lisa.wagner@edwardjones.com.
Are there other financial advisors near Lisa M Wagner at Edward Jones?
Yes, nearby financial advisors include Edward Jones advisors Ryan Qualls and Tyler Little, as well as Joe Dalbey State Farm Insurance Agent and Baker Business and Tax Services.
What mental health services are located near Lisa M Wagner's office?
Nearby mental health services include PsychBC, LifeStance Health, Charles Kapp Psychologist, and LifeStance Therapists & Psychiatrists Fort Thomas.
Are there any dining options close to Edward Jones at 20 N Grand Ave?
Yes, Padrino Fort Thomas, an American restaurant and diner, is nearby for dining before or after your appointment.
Can I find wellness and beauty services near Lisa M Wagner's office?
Yes, nearby wellness and beauty options include Body Esteem spa and salon, Vitruvian Beauty Lounge, Toma Massage, and House Of Faces makeup artist and tattoo services.