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
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.
What are the business hours for Edward Jones - Financial Advisor: Lisa J Middagh?
The office is open Monday through Friday from 8:00 AM to 4:30 PM and is closed on Saturdays and Sundays.
How can I contact Lisa J Middagh directly?
You can reach Lisa J Middagh by phone at +1 763-401-7071, alternate phone at +1 763-427-2299, or by email at lisa.middagh@edwardjones.com.
Is there an online way to schedule a consultation with Lisa J Middagh?
Yes, you can schedule a consultation through the online reservation page at https://www.edwardjones.com/us-en/financial-advisor/lisa-middagh/contact/.
Does Edward Jones - Financial Advisor: Lisa J Middagh offer any mobile apps?
Yes, Edward Jones offers a mobile app available for Android at the Google Play Store and for iOS on the App Store.
What languages does Lisa J Middagh speak at the office?
The office provides services in English.
What nearby real estate services can I find close to Edward Jones in Otsego?
Nearby real estate services include Jordan Volkers, Lisa Ash, The Willing Group, Elizabeth Wunderlich-Keller Williams Integrity NW, Sheila Hanson Real Estate, Liberty Title, Patty Hoyle Realtor, Katie Harry, Ellie’s Home Team, Barry & Malinda Johnson, Tina Dehn, Cari Lindeland, Jacque Henkemeyer, Brenda Leonard, Jill Nungesser Real Estate, Mark Randall, Edstrom Estates, Anna Burnard, Kaci Hammes, Scott Hansen Realty Group, and Peterson & Co.
Are there any nearby insurance agencies close to Edward Jones - Financial Advisor: Lisa J Middagh?
Yes, nearby insurance agencies include Oakwood Insurance-Ariza Agency Inc. and Infinity Insurance Agency.
What health or medical services are near Edward Jones in Otsego?
Clarus Dermatology, specializing in dermatology and skin care, is located nearby providing medical and beauty services.