Edward Jones - Financial Advisor: Lisa J Middagh

5.0
3 reviews

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 J Middagh
16201 90th St NE, Otsego, MN
55330, United States

Hours

Reviews

5.0
3 reviews
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  • DG
    Danelle “Dani” Garding
    Jun 13, 2025
    5.0
    Julie is the BEST!! Always so helpful and willing to help out
  • JR
    Joel Ronallo
    Nov 14, 2023
    5.0
    Just wanted to let people know that Lisa has walked me through my retirement from my working days, and am happy to say, she kept me on a straight line for retirement. I'm 2 years retired and living a comfortable life thanks to Lisa and Edward Jones. She's not just my advisor...but now a true great friend! Lisa understands people and looks out for them. Try her and you'll understand what I'm talking about. Thank you Lisa!!

Frequently Asked Questions About Edward Jones - Financial Advisor: Lisa J Middagh

What services does Edward Jones - Financial Advisor: Lisa J Middagh offer?

Lisa J Middagh provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, investment management, and advisory services tailored through face-to-face consultations.

Where is Edward Jones - Financial Advisor: Lisa J Middagh located?

The office is located at 16201 90th St NE, Suite 208, Otsego, MN 55330, United States.