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Home > Financial Planner Directory > Minnesota > Bloomington > Lisa Guzek Montagne, CFP®

Lisa Guzek Montagne, CFP®

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LPL Financial Services

3800 American Blvd West

Ste 1400

Bloomington, MN 55431

Phone: (952) 853-2234

Fax: (952) 853-2235

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties

Budget & Debt Management
Comprehensive Financial Planning
Attending College
Charitable & Planned Giving
Estate Planning
Investment Management
Employee Benefits
Insurance
Retirement
Stocks & Bonds
Long-term Care

How Planner Charges

N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.

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