Edward Jones - Financial Advisor: Lisa J Middagh

5.0
3 reviews

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 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.