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Lisa M. Nesser, CFP®

580 5th Ave NW
Ste 160
Saint Paul, MN 55112
Phone: (651) 639-0786
Fax: (651) 639-3940

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

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Annuities
  • Buying a Home
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Getting Divorced
  • Mutual Funds
  • Getting Married
  • Insurance
  • Retirement
  • Life Planning
  • Long-term Care
  • Sudden Wealth
  • Nontraditional Households
  • Women's Finances

 

How Planner Charges

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