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Edward Jones - Financial Advisor: Lisa M Casillo
- Financial Services
- Worcester, MA
About this business
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Location details
29 Mountain St E #3, Suite 3, Worcester, MA, 01606, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
If you want truly individulaized attention, you will not do better than working with Lisa Casillo. Lisa and her staff cleared up financial snarls after the death of my beloved husband and have been extremely pro-active in helping me prepare for a pleasant retirement. If what you would like in an advisor is "smart with a heart," give Ms. Caillo a call.
Editorial Review – Full-service investment firm focuses on in-person consultations, with planning and advice on everything from college savings to retirement to increasing personal income.
Frequently asked questions about Edward Jones - Financial Advisor: Lisa M Casillo
How is Edward Jones - Financial Advisor: Lisa M Casillo rated?
Edward Jones - Financial Advisor: Lisa M Casillo has a 5 star rating with 5 reviews.
When is Edward Jones - Financial Advisor: Lisa M Casillo open?
Edward Jones - Financial Advisor: Lisa M Casillo is closed now. It will open tomorrow at 8:00 a.m.
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