Edward Jones - Financial Advisor: Lisa M Pace, ChFC®|AAMS™|FPQP® - Sanford, North Carolina

Edward Jones - Financial Advisor: Lisa M Pace, ChFC®|AAMS™|FPQP®

Overview: Lisa M. Pace, a highly experienced financial advisor at Edward Jones, serves clients in Sanford, NC with tailored financial solutions. Located at 603 Carthage St #110, Sanford, NC 27330, her office is equipped with accessibility features such as a wheelchair-accessible car park and wheelchair-accessible toilet. For those seeking personalized financial planning, her specialties include financial consulting, finance brokerage, and investment services.

Contact Information: Clients can reach Lisa M. Pace at 919-776-1397 or visit her online at edwardjones.com for more details. An appointment is recommended to ensure personalized attention.

Specialties: - Financial Consultant

Features: Wheelchair accessibility, online presence, and appointment scheduling. The office supports clients with various needs, making it convenient for individuals with mobility issues.

Opinions and Ratings: As of now, Lisa M. Pace has no reviews on Google My Business, and the average opinion is 0/5. This indicates a need for improvement in customer satisfaction. However, her professional credentials and certifications like ChFC®, AAMS™, and FPQP™ suggest a commitment to excellence and regulatory compliance.

Recommendations: For potential clients, it's advisable to consider reaching out to Lisa M. Pace for a consultation, especially if you require specialized financial advice tailored to your specific needs. Given her qualifications, she might be a valuable resource for complex financial planning. However, it's crucial to weigh this against the lack of client feedback, which could be an indicator of either high satisfaction among a small number of clients or a need for enhanced customer service.

Key Points:

• Experienced financial advisor with ChFC®, AAMS™, and FPQP™ certifications
• Office located in a wheelchair-accessible location
• Services include financial consulting, finance brokerage, and investment services
• Recommendation for appointments due to personalized service focus
• Limited customer reviews, suggesting room for improvement in client service

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