Lisa Grimes, Cfp® work email
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Lisa Grimes, Cfp® personal email
For over two decades I have had the pleasure of being a member of the Cooke Financial Group of Sanctuary Wealth. Founded in 1969, the Cooke Financial Group offers a distinctive blend of professional investment consulting and wealth management consulting services. With more than 200 years of combined experience in the financial services industry, the Cooke Financial Group brings together a wide range of product knowledge to help you prosper in today’s investment environment. Backed by the resources of one of the nation’s largest brokerage firms, we use advanced technology and investment products and services to help you pursue your dreams throughout your life. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.This information is intended for use only by residents of AL, AZ, CA, CO, CT, DE, FL, GA, IL, IN, LA, MA, MI, MN, MO, NC, NE, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WI, WY, TX, AL, AR, DC, IA, ID, KS, KY, MD, ME, MS, MT, ND, NH, NM, NY, OK, SD, UT, WY only.
Cooke Financial Group At Sanctuary Wealth
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Senior Vice President, Wealth AdvisorCooke Financial Group At Sanctuary Wealth Nov 1990 - PresentIndianapolis, Indiana AreaOur independent, objective, and unbiased approach seeks only to identify the best possible investment solutions for your goals and objectives. Whatever your needs, we will constantly represent your interests and help you maximize your financial potential. We are completely unrestricted in our choice of investment options for your family. Furthermore, because our practice is primarily fee-based, our compensation tracks your portfolio's performance.Managing your investments is just one important part of what we do. We will help your family develop an integrated investment plan designed to achieve all of your goals and objectives.
Lisa Grimes, Cfp® Skills
Lisa Grimes, Cfp® Education Details
Frequently Asked Questions about Lisa Grimes, Cfp®
What company does Lisa Grimes, Cfp® work for?
Lisa Grimes, Cfp® works for Cooke Financial Group At Sanctuary Wealth
What is Lisa Grimes, Cfp®'s role at the current company?
Lisa Grimes, Cfp®'s current role is Senior Vice President, Wealth Advisor at Cooke Financial Group at Sanctuary Wealth.
What is Lisa Grimes, Cfp®'s email address?
Lisa Grimes, Cfp®'s email address is li****@****efg.com
What schools did Lisa Grimes, Cfp® attend?
Lisa Grimes, Cfp® attended Indiana University-Purdue University At Indianapolis.
What skills is Lisa Grimes, Cfp® known for?
Lisa Grimes, Cfp® has skills like Investments, Mutual Funds, Retirement, Retirement Planning, Asset Allocation, Securities, Financial Advisory, Strategic Investment Planning.
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