Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Berlin, OH area, Lisa Grassbaugh will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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Lisa Grassbaugh - Financial Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About Lisa Grassbaugh - Financial Advisor, Ameriprise Financial Services, LLC
Who is Lisa Grassbaugh and what services does she provide?
Lisa Grassbaugh is a financial advisor with Ameriprise Financial Services in Berlin, OH, offering services such as retirement planning, investment management, tax planning, and estate planning.
Where is Lisa Grassbaugh's financial advisory office located?
Her office is located at 4900 Oak St, Berlin, OH 44610, United States.
How can I contact Lisa Grassbaugh for financial advisory services?
You can reach her by phone at +1 330-276-1046 or email at Lisa.Grassbaugh@ampf.com. You can also visit her website at https://www.ameripriseadvisors.com/Lisa.Grassbaugh/contact to get in touch.
Does Lisa Grassbaugh offer online appointments?
Yes, she offers online appointments as well as onsite services at her Berlin office.
What specialties does Lisa Grassbaugh focus on in her financial advising?
Her specialties include retirement planning strategies, investment management, tax planning strategies, estate and intergenerational planning, saving for education, retirement income strategies, wealth preservation, and business retirement plans.
Are there any nearby financial services where I can seek additional advice?
Yes, Victoria Burke - Ameriprise Financial Advisor and Killbuck Savings Bank are nearby, providing additional financial consulting and banking services in Berlin, OH.
What local amenities can I visit near Lisa Grassbaugh's office?
Near the office, you can visit the German Village Market for groceries and baked goods, Schloneger's Old Fashioned Ice Cream for a treat, or enjoy a meal at East of Chicago pizza restaurant.
Are there convenient services for shipping and postal needs close to the office?
Yes, the UPS Authorized Shipping Provider, US Post Office, and United States Postal Service are nearby, providing convenient courier and shipping services.
Where can I find health and wellness services near Lisa Grassbaugh's office?
Pomerene Medical Center offers medical and hospital services nearby, and Jessica Renee Hair salon provides beauty and nail care.
What accommodation options are available near Lisa Grassbaugh’s office for out-of-town clients?
Nearby accommodations include Amish Country Inn, Berlin Cottages, and Main Street Bed & Breakfast, providing comfortable lodging options.