Edward Jones - Financial Advisor: Lisa M Wagner, RICP®|AAMS®|CRPC™

HistoryWe have been guiding clients in the Greater Cincinnati/Northern Kentucky region since 1973. Our extraordinary team is led by three managing members, David Anneken, Lisa Huey, and Kevin Moser. We are known for the caring service we bring to every client assignment, no matter what the size. Anneken, Huey & Moser, PLLC is a member of the RAN ONE network, the world's largest network of independent accounting firms. We also work closely with Wealth Investment Network (WIN), to provide comprehensive financial planning services and 5 Star Payroll Services to provide businesses with customized payroll solutions. Our goal is to provide outstanding service and contribute to the success of our clients.SpecialtiesTax return preparation, Audits, Financial reporting, QuickBooks Services, Business planning, Tax planning, etc.

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.