Lisa J Ayotte, CFP - Edward Jones-Financial Advisor

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.

Fifth Third Private Bank, with over 100 years of wealth planning experience, specializes in providing sophisticated investment solutions tailored to the unique needs of high-net-worth and ultra-high-net-worth individuals, families, and businesses. Their dedicated team approach ensures that each client receives personalized wealth management services, including investment management, estate planning, and risk management. Jim Overbeck, a Senior Vice President and Wealth Management Advisor at Fifth Third Private Bank in Grand Rapids, MI, brings over 20 years of experience in building trust and confidence with clients. He works closely with business owners and their families to simplify financial complexities and navigate the challenges associated with wealth management. Generated from the website

As a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), we help people like you take the next step toward a more secure financial future. The testimonial(s) provided may not be representative of the experience of other clients and [is/are] not indicative of future performance or success.