Lisa Grassbaugh - Financial Advisor, Ameriprise Financial Services, LLC
About the Business
Lisa Grassbaugh is a Financial Advisor at Ameriprise Financial Services, LLC located at 4900 Oak Street in Berlin, Ohio, United States. Lisa holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Lisa is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Lisa's expertise in asset management, retirement planning, estate planning, investment strategies, and risk management make her a trusted advisor in the finance industry. Contact Lisa Grassbaugh today for all your financial planning needs.
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Location & Phone number
4900 Oak St, Berlin, OH 44610, United States
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