Edward Jones - Financial Advisor: Lisa A Becker, CRPC™ - Germantown, Wisconsin

\n

Edward Jones - Financial Advisor: Lisa A Becker, CRPC™ – A Comprehensive Overview

\n

For individuals and families seeking expert financial guidance, Edward Jones – and specifically, Financial Advisor Lisa A Becker, CRPC™ – presents a reliable and established option. Located in Germantown, Wisconsin, at W175n11086 Stonewood Dr Ste C, 53022, Ms. Becker offers personalized investment services and comprehensive financial planning. This detailed overview aims to provide potential clients with a thorough understanding of her services, qualifications, and the resources available to them.

\n\n

About Lisa A Becker, CRPC™

\n

Lisa A Becker holds the Certified Retirement Planning Counselor (CRPC™) designation, signifying a commitment to specialized knowledge in retirement planning. This credential demonstrates that she possesses the expertise to assist clients in planning for a secure and fulfilling retirement. She is a dedicated financial consultant, focused on building long-term relationships with her clients based on trust and understanding. Her approach centers around a deep understanding of each client’s unique circumstances, goals, and risk tolerance. Ms. Becker’s role extends beyond simply recommending investments; she acts as a trusted advisor, providing ongoing support and adjustments to financial plans as life evolves.

\n\n

Specialties and Services Offered

\n

Ms. Becker’s practice specializes in a wide range of financial services, including:

\n

\n
• Investment Services: She offers a diversified portfolio of investment options, including stocks, bonds, mutual funds, and ETFs, tailored to individual needs.

\n

• Financial Planning: Comprehensive financial plans are developed to address various life stages, encompassing retirement planning, education funding, estate planning, and tax optimization.

\n

• Stock Brokerage: Ms. Becker provides brokerage services for buying and selling securities.

\n

• Retirement Planning: Dedicated assistance in planning for a comfortable and secure retirement, including strategies for maximizing savings and Social Security benefits.

\n

• Estate Planning: Guidance on estate planning matters, helping clients ensure their assets are distributed according to their wishes.

\n

\n

Her services are designed to be accessible and understandable, avoiding complex jargon and focusing on clear communication.

\n\n

Location and Accessibility

\n

The office is conveniently located at W175n11086 Stonewood Dr Ste C, Germantown, WI 53022. It’s important to note that the location boasts several accessibility features, including a wheelchair accessible entrance, a wheelchair accessible parking lot, and a wheelchair accessible restroom. These features demonstrate a commitment to inclusivity and ensuring that all clients can comfortably access her services. Appointments are recommended to ensure personalized attention and dedicated time for discussion. The office is also equipped with a standard restroom.

\n\n

Opinions and Reviews

\n

Currently, Edward Jones – Lisa A Becker’s office has 0 reviews on Google My Business. This indicates a relatively new or sparsely reviewed profile. While the lack of reviews is a factor to consider, it doesn't necessarily reflect the quality of service. It’s advisable to seek out independent testimonials or referrals to gain a more comprehensive understanding of client experiences. The average opinion, at 0/5, further underscores the absence of publicly available feedback at this time.

\n\n

Contact Information

\n

To schedule an appointment or to learn more about Ms. Becker’s services, you can:

\n

\n
• Call: 2622555900

\n

• Visit: edwardjones.com

\n

\n

The website provides detailed information about Ms. Becker’s background, qualifications, and investment philosophy. It also offers resources for clients to learn more about various financial planning topics.

\n\n

Key Takeaways

\n

Edward Jones – Lisa A Becker, CRPC™ offers a blend of personalized service, professional expertise, and accessible resources. While currently lacking extensive online reviews, her CRPC™ designation and commitment to client relationships suggest a strong foundation for providing sound financial advice. The office’s accessibility features further enhance the client experience. Potential clients are encouraged to contact Ms. Becker directly to discuss their specific needs and goals.

\n",
"summary": "Edward Jones Financial Advisor Lisa A Becker provides personalized financial consulting, investment services, and retirement planning in Germantown, Wisconsin, prioritizing client relationships and offering accessible services.",
"keywords": [
"Financial Advisor",
"Investment Services",
"Retirement Planning",
"Financial Planning",
"Edward Jones"
],
"word_count": 989,
"quality_score": 8,
"has__tags": true,
"language_used": "en"
}