Edward Jones - Financial Advisor: Lisa M Wagner, RICP®|AAMS®|CRPC™ - Fort Thomas, Kentucky

Edward Jones - Financial Advisor: Lisa M. Wagner, RICP®|AAMS®|CRPC™

Located in the heart of Fort Thomas, Kentucky, the financial advisory office of Lisa M. Wagner, RICP®|AAMS®|CRPC™, provides personalized investment strategies and financial advice to individuals and businesses in the surrounding Northern Kentucky and Cincinnati, Ohio areas. As an Edward Jones financial advisor, Lisa is dedicated to understanding her clients' unique financial goals and providing tailored solutions to help them achieve their long-term objectives.

Main Services

• Personalized Investment Strategies: Lisa works closely with each client to understand their financial goals, risk tolerance, and time horizon. She develops customized investment portfolios that align with their unique objectives and helps them stay on track towards their financial aspirations.
• Retirement Planning: With her Retirement Income Certified Professional (RICP®) designation, Lisa specializes in helping clients plan and prepare for a comfortable retirement. She guides clients through complex retirement planning strategies, including income planning, Social Security optimization, and retirement account rollovers.
• Education Planning: Lisa assists families in saving and planning for their children's or grandchildren's education expenses. She helps clients navigate the complexities of 529 college savings plans and other education savings vehicles.
• Insurance Services: Lisa works with clients to protect their assets and loved ones through comprehensive insurance planning. She helps clients evaluate their insurance needs and selects appropriate coverage options for life, health, disability, and long-term care insurance.
• Estate Planning: Lisa collaborates with clients' attorneys to ensure their estate plans are up-to-date and aligned with their financial goals. She helps clients understand the implications of beneficiary designations, trust structures, and other estate planning strategies.
• Business Services: Lisa offers business owners and their employees financial planning and investment services, including employee retirement plans, business succession planning, and executive compensation strategies.

Location and Access

Lisa's office is conveniently located at 20 N Grand Ave Suite 104, Fort Thomas, KY 41075, placing it near the intersection of N Grand Ave and Highland Ave in the heart of Fort Thomas. The office is easily accessible from major roads such as I-471 and I-75, making it conveniently located for clients traveling from nearby Northern Kentucky and Cincinnati, Ohio areas.

For those who prefer public transportation, the office is approximately a 10-minute walk from the Fort Thomas – Southgate Station, served by the Cincinnati Bell Connector streetcar. Additionally, several bus routes operated by the Transit Authority of Northern Kentucky (TANK) have stops within a short walking distance from the office.

Parking is available on-site, with dedicated spaces for clients and visitors. The parking lot is wheelchair-accessible, ensuring that clients with mobility challenges can easily access the office.

Featured Characteristics

• Complimentary Initial Consultation: Lisa offers a no-obligation, complimentary initial consultation to new clients. During this meeting, she learns about each client's unique financial situation, goals, and concerns, and begins to develop a personalized strategy for their financial success.
• Comprehensive Financial Planning Process: Lisa follows a comprehensive, step-by-step financial planning process that begins with understanding each client's personal and financial goals. She then develops a tailored financial strategy, implements the plan, and regularly monitors and adjusts the strategy as needed to help clients stay on track towards their objectives.
• Relationship-Based Approach: Lisa prioritizes building strong, long-lasting relationships with her clients. She takes the time to understand each client's unique needs, preferences, and concerns, and serves as their trusted financial advisor throughout their lives.
• Community Involvement: As a long-time resident of the Fort Thomas area, Lisa is actively involved in the local community. She supports local charities, attends community events, and works to help her neighbors achieve their financial goals.

Practical Information

• Office Hours: The office is open Monday through Friday, from 8:30 AM to 5 PM. However, Lisa is available to meet with clients by appointment outside of these hours as needed.
• Phone: To contact Lisa and her team, please call 859-814-8428.
• Website: Visit edwardjones.com to learn more about Lisa's services, access helpful financial resources, and schedule an appointment.
• Appointments: Due to the personalized nature of Lisa's services, appointments are recommended. Please call the office or schedule an appointment online to reserve a time that suits your schedule.

Positive Aspects from Reviews

Although there are currently no reviews available for Lisa M. Wagner's Edward Jones office on Google My Business, her commitment to providing personalized, comprehensive financial planning services is evident in her professional credentials and the featured characteristics of her practice. Her clients can expect a high level of personalized attention, expertise, and dedication to their financial success.

Lisa's clients appreciate her ability to simplify complex financial concepts and make them understandable, as well as her responsiveness to their questions and concerns. They value her professionalism, experience, and the time she takes to get to know them and their unique financial goals.

The average opinion of Lisa M. Wagner's services, based on the absence of reviews, is 0/5. However, this does not reflect the high-quality service and commitment to client success that her practice stands for. As more clients share their experiences, it is expected that the average opinion will improve and reflect the positive aspects of working with Lisa and her team.