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    Ledwith Financial Wealth Management

    4.5 (8 reviews)
    Closed 8:00 am - 12:00 pm

    Services - Ledwith Financial Wealth Management

    Investment management

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    3 years ago

    Extremely disappointed with service, advice and communication for the funds I had to invest.

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    11 years ago

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    Edward Jones - Financial Advisor: Marisa C Otto

    Edward Jones - Financial Advisor: Marisa C Otto

    (1 review)

    Marisa Otto is an extremely knowledgeable Financial Planner and Fiduciary.. I trust her…read morecompletely to keep my information private and safe as she also works with a member of my family. I introduced marisa to my employer and she did a huge recommendation for him to get his affairs in order and make decisions about a will and trust. Marissa wasn't getting paid to do this and may have not received all of his investments but she absolutely did the right thing for him and I am grateful for all the free time and help she provided. Many people don't realize what a big deal this is until something unexpected happens and probate comes in and takes most your assets and it includes a long process no loved one should have to endure, especially when there is a substantial amount to lose. Marisa makes smart decisions with my investments and also meets with me a few times a year to review and recommend financial improvements. Bottom line is that she is one of the best in her field. I know that Marisa has my best interest at heart, she has my back and really cares about me as a friend. This to me is priceless. ~ with all that being said, I highly recommend Marisa Otto at Edward Jones for all of your financial investment needs. With high regards, Diane H

    From the owner: Specializing in: - Financial Services…read more- Financial Planning Consultants - Investment Advisory Service - Mutual Funds - Investments - Stock & Bond Brokers - Annuities & Retirement Insurance Plans - Retirement Planning Services - Investment Securities - Financial Planners - Financing Consultants - Pension & Profit Sharing Plans - Stock & Bond Transfer Agents - Investment Management

    Ledwith Financial Wealth Management - investing - Updated July 2026

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