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 M Casillo, AAMS®
29 E Mountain Street, Worcester, MA
01606, United States
Hours
Reviews
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Frequently Asked Questions About Edward Jones - Financial Advisor: Lisa M Casillo, AAMS®
What financial services does Edward Jones - Financial Advisor: Lisa M Casillo, AAMS® offer?
Lisa M Casillo provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, and investment management through face-to-face consultations.
What are the office hours for Edward Jones - Financial Advisor: Lisa M Casillo?
The office is open Monday to Friday, 9:00 AM to 4:00 PM Monday and Tuesday, 9:00 AM to 5:00 PM Wednesday and Thursday, and 9:00 AM to 3:00 PM on Friday. It is closed on weekends. Additionally, Wednesdays are by appointment only.
How can I contact Lisa M Casillo for financial advising?
You can contact Lisa Casillo by phone at +1 508-854-1608 or via email at lisa.casillo@edwardjones.com.
Where is Edward Jones - Financial Advisor: Lisa M Casillo located?
The office is located at 29 E Mountain Street, Suite 3, Worcester, MA, 01606, USA.
Is there an online way to schedule an appointment with Lisa M Casillo?
Yes, appointments can be scheduled online through the contact page at https://www.edwardjones.com/us-en/financial-advisor/lisa-casillo/contact/.
Does Edward Jones - Financial Advisor: Lisa M Casillo offer any online tools for retirement planning?
Yes, they offer a retirement savings calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help clients prepare for their future.
What languages are spoken at Edward Jones - Financial Advisor: Lisa M Casillo?
English is the primary language spoken at this office.
What real estate services are available near the Edward Jones office at 29 E Mountain Street?
Nearby you can find several real estate agents and services including Denise Foley at Era Key Services, Yousiful Homes, and ERA Key Realty Services which can assist you with buying or selling property in Worcester.
Are there any pet care services near Edward Jones - Financial Advisor: Lisa M Casillo?
Yes, nearby pet care options include VCA Animal Hospital, VCA Abbott Animal Hospital, and Waggerz' Lounge for grooming and pet sitting services.
What dining options are available near Edward Jones - Financial Advisor: Lisa M Casillo in Worcester?
Nearby dining choices include Bushel and Peck Summit for sandwiches and American food, Bennies Cafe Pub & Deli, Bennie's Bar & Grille, and Jimmy's Pizza for casual meals.