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

Edward Jones - Lisa M. Wagner: Comprehensive Financial Planning and Investment Services

Nestled in the heart of Fort Thomas, Kentucky, the Edward Jones office of Lisa M. Wagner provides personalized investment solutions and financial planning services tailored to meet the unique needs of individuals, families, and businesses. With a commitment to understanding and addressing clients' specific financial goals, Lisa Wagner and her team deliver holistic, long-term strategies to help clients achieve their objectives.

Main Services

• Personalized Financial Planning: Lisa Wagner works closely with clients to understand their financial aspirations, risk tolerance, and time horizon. She develops comprehensive, tailored financial plans that address retirement planning, investment management, insurance, estate planning, and tax strategies.
• Investment Services: The Edward Jones team offers a wide array of investment options, including stocks, bonds, mutual funds, ETFs, and managed portfolios. They provide guidance on asset allocation, diversification, and investment selection to help clients grow and protect their wealth.
• Retirement Planning: Specializing in helping clients prepare for and navigate retirement, Lisa Wagner and her team provide guidance on retirement savings strategies, pension plans, Social Security optimization, and retirement income planning.
• Insurance Services: The Edward Jones office offers various insurance products, including life, health, disability, and long-term care insurance, to help clients protect their assets and loved ones from financial risks.
• Estate Planning: Lisa Wagner and her team assist clients in creating and implementing estate plans that address wealth transfer, inheritance, and tax implications. They work closely with clients' attorneys and tax professionals to ensure seamless coordination.
• Business Services: Edward Jones provides financial planning and investment services for business owners, focusing on business succession planning, employee benefits, and retirement plans.

Location and Access

The Edward Jones office of Lisa M. Wagner is conveniently located at 20 N Grand Ave, Suite 104, Fort Thomas, KY 41075, situated in the heart of the city's bustling downtown area. The office is easily accessible via several major roads, including I-471 and US-27. Nearby neighborhoods include Southgate, Covington, and Highland Heights.

For those who prefer public transportation, the office is just a short walk from the Fort Thomas Transit Center, which offers multiple bus routes operated by the Transit Authority of Northern Kentucky (TANK). Additionally, the office provides ample wheelchair-accessible parking and a wheelchair-accessible entrance to accommodate clients with disabilities.

Featured Characteristics

• Client-Centric Approach: Lisa Wagner and her team prioritize building strong relationships with clients, taking the time to understand their unique financial situations and goals. They provide personalized attention and ongoing support to help clients make informed decisions and achieve their objectives.
• Comprehensive Planning Process: The Edward Jones team follows a structured, seven-step financial planning process that begins with understanding clients' financial goals and culminates in ongoing progress reviews to ensure clients stay on track to meet their objectives.
• Highly Credentialed Advisor: Lisa Wagner holds the following professional designations, demonstrating her commitment to continuous learning and excellence in financial planning:
  • Retirement Income Certified Professional (RICP®)
  • Accredited Asset Management Specialist (AAMS®)
  • Chartered Retirement Planning Counselor (CRPC™)

Practical Information

• Address: 20 N Grand Ave, Suite 104, Fort Thomas, KY 41075, United States
• Phone: 859-814-8428
• Website: edwardjones.com
• Hours of Operation: Monday - Friday, 8:30 AM - 5:00 PM (EST)
• Appointments: Recommended; please call or visit the website to schedule a consultation
• Accessibility Features:
  • Wheelchair-accessible parking
  • Wheelchair-accessible entrance
  • Toilet available

Positive Aspects from Reviews

Although there are no reviews available for this specific Edward Jones office, clients consistently praise the firm's personalized approach, knowledgeable advisors, and commitment to helping them achieve their financial goals. Some of the positive aspects frequently mentioned in reviews of Edward Jones include:

• Highly personalized service: Clients appreciate the time and effort advisors take to understand their unique financial situations and goals.
• Expertise and experience: Edward Jones advisors are known for their extensive knowledge and experience in financial planning and investment management.
• Comprehensive planning: Clients praise the firm's holistic approach to financial planning, which addresses multiple aspects of their financial lives.
• Long-term relationships: Many clients highlight the strong, lasting relationships they build with their Edward Jones advisors, who provide ongoing support and guidance.

While there are no reviews for Lisa Wagner's office specifically, these positive aspects are consistent with the experiences of Edward Jones clients across the country. Potential clients can expect a high level of personal attention, expertise, and commitment to helping them achieve their financial goals when working with Lisa Wagner and her team at Edward Jones.