Business Details
About
Investment Service
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor. Schedule an appointment today.
Location
Edward Jones - Financial Advisor: Lisa A Becker, CRPC™
W175n11086 Stonewood Dr, Germantown, WI
53022, United States
Hours
Reviews
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- JBJanis BiraJul 9, 20255.0Lisa Becker is very informative and so friendly. She has been an amazing help with my 401k. Highly recommended.
Frequently Asked Questions About Edward Jones - Financial Advisor: Lisa A Becker, CRPC™
What services does Edward Jones - Financial Advisor: Lisa A Becker, CRPC™ offer?
They offer financial advising, investment management, investment funds, and stock broker services.
What are the office hours for Edward Jones - Financial Advisor: Lisa A Becker, CRPC™?
The office is open Monday to Thursday from 8:00 AM to 5:00 PM, Friday from 8:00 AM to 4:00 PM, and closed on weekends except by appointment on Saturdays.
How can I schedule an appointment with Lisa Becker?
You can schedule an appointment through their online reservation page at https://www.edwardjones.com/us-en/financial-advisor/lisa-becker/contact/.
What specialties does Lisa Becker focus on?
Her specialties include 401(k), Roth IRA, 529 College Savings Plan, and life insurance.
Is Edward Jones - Financial Advisor Lisa Becker’s office currently open?
Yes, the office is currently open and operating during regular business hours.
What languages are spoken at this Edward Jones office?
The primary language spoken is English.
Where is Edward Jones - Financial Advisor: Lisa A Becker, CRPC™ located?
They are located at W175n11086 Stonewood Dr, Ste C, Germantown, WI 53022, US.
What financial services competitors are near Edward Jones - Financial Advisor: Lisa A Becker?
Nearby competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab.
What nearby health and wellness services are available near Edward Jones in Germantown?
Nearby health and wellness services include Moving Like A Mother Physical Therapy and Wellness, DaVita Mequon Road Dialysis, LifeStance Therapists & Psychiatrists Germantown, Serene Solutions LLC, Easy Living Home Health Care, and Honest Home Health Helpers Staffing Agency.
What legal services are available near Edward Jones - Financial Advisor: Lisa A Becker?
Nearby legal services include Vanden Heuvel & Dineen (divorce and family law) and Umpleby Law Office (bankruptcy law).
Are there nearby mortgage and real estate services that can complement financial advising from Edward Jones?
Yes, nearby mortgage and real estate professionals include Guild Mortgage Company, Guild Mortgage - Adrienne Shill, Tim Kutz - Mortgage Broker, Cherry Creek Mortgage, Debra Casper, NMLS# 241996, and Mike Malchow - EXIT Realty Horizons.