Lisa Forbes

MSFS, CFP®, CLU®, ChFC®, CASL®

Financial Advisor
Franchise Owner
Pivotal Edge Financial
A financial advisory practice of Ameriprise Financial Services, LLC
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Putting clients first; it’s what I do

I’m proud to be with a firm known for its unwavering commitment to understanding not only the markets but also what’s most important to you. I provide personalized financial advice to address today’s challenges and stay focused on tomorrow’s goals.
It’s my honor to share that Ameriprise earned a 2023 Hearts & Wallets Top Performer™ recognition in:
  • Understands me and shares my values
  • Investment ideas are knowledgeable, timely and tactical
  • Explains things in understandable terms
Ready to learn more about how I can help you? Schedule a complimentary consultation whenever it’s convenient for you.

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Ameriprise Financial is one of the Most Trusted Wealth Managers

Our clients and their goals are at the center of all we do. We are proud that Ameriprise Financial was named one of the 2022 Most Trusted Wealth Management Companies by Investor’s Business Daily.