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 offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.