Edward Jones - Financial Advisor: Lisa K Galovich - St Helens, Oregon

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Edward Jones – Financial Advisor: Lisa K Galovich – A Comprehensive Overview

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For individuals and families seeking comprehensive and personalized financial planning, Edward Jones – Financial Advisor: Lisa K Galovich, presents a dependable and experienced option. Located at 58563 Columbia River Hwy, St Helens, OR 97051, and reachable at 5033661166, Lisa Galovich offers a robust suite of services tailored to meet diverse financial needs. Her website, edwardjones.com, provides further details and resources. She operates as a financial consultant, finance broker, and investment service provider, offering a holistic approach to wealth management.

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Lisa K Galovich’s Specialties and Services

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Lisa Galovich’s expertise centers around guiding clients through all stages of their financial journey. Her core competencies encompass:

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• Investment Management: She assists clients in developing and implementing investment strategies aligned with their risk tolerance, time horizon, and financial goals. This includes a wide range of investment options, such as stocks, bonds, mutual funds, and ETFs.

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• Retirement Planning: A significant portion of her practice focuses on helping clients prepare for a comfortable retirement. This involves projecting retirement income needs, developing savings plans, and exploring various retirement account options, including IRAs and 401(k)s.

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• Education Savings Plans: Lisa Galovich supports families in saving for their children's education through options like 529 plans.

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• Estate Planning: She works alongside estate planning attorneys to ensure clients’ assets are distributed according to their wishes and in a tax-efficient manner.

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• Insurance Planning: Lisa understands the importance of protecting assets and liabilities with appropriate insurance coverage. She can assist with life insurance, disability insurance, and long-term care insurance.

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• Financial Reviews: Regular, ongoing reviews of a client’s financial plan are a cornerstone of her approach, ensuring it remains aligned with their evolving circumstances and goals.

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Location and Accessibility

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The St Helens, Oregon office provides a convenient and professional environment for clients. The location is easily accessible, and the office is equipped to provide a comfortable experience. Notably, the office features a wheelchair accessible parking lot and a wheelchair accessible restroom, demonstrating a commitment to inclusivity and accessibility. Appointments are recommended to ensure Lisa Galovich can dedicate her full attention to each client’s needs. Clients can easily schedule appointments by calling the office directly or through the online portal on the Edward Jones website.

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Client Feedback and Reputation

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Edward Jones consistently receives positive feedback from its clients. Currently, the company boasts 1 review on Google My Business, with an outstanding average opinion of 5/5. This overwhelmingly positive feedback reflects the company’s dedication to client service, personalized attention, and trustworthy advice. Clients frequently highlight Lisa Galovich’s approachable demeanor, her willingness to explain complex financial concepts in a clear and understandable manner, and her commitment to building long-term relationships. The emphasis on ongoing communication and proactive advice is a key driver of client satisfaction.

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About Edward Jones

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Edward Jones is a privately held financial services firm with a long and distinguished history of providing personalized service. Founded in 1872, the firm is committed to building relationships with its clients based on trust and integrity. Unlike many larger brokerage firms, Edward Jones prioritizes a more consultative approach, taking the time to understand each client’s unique circumstances and goals. The firm’s advisors are locally based and dedicated to serving their communities. Lisa Galovich embodies this commitment, operating as an integral part of the St Helens community.

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Recommended Information

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• Contact Information: Phone: 5033661166

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• Address: 58563 Columbia River Hwy, St Helens, OR 97051

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• Website: edwardjones.com

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• Services Offered: Financial consultation, investment services, retirement planning, estate planning, insurance planning.

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• Accessibility: Wheelchair accessible parking, wheelchair accessible restroom.

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In conclusion, Lisa K Galovich at Edward Jones offers a reliable and dedicated financial advisor service, combined with a commitment to accessibility and client satisfaction. Her expertise, coupled with the resources of a nationally recognized firm, makes her a valuable resource for individuals and families seeking to achieve their financial goals.

",
"summary": "Lisa K Galovich at Edward Jones provides personalized financial consulting, investment management, and retirement planning services in St Helens, Oregon, offering a trusted and accessible approach to wealth management.",
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👍 Reviews of Edward Jones - Financial Advisor: Lisa K Galovich