Introducing Tesar Group Investment & Financial Planning
Powered by LPL Financial, Lisa Tesar launches her new brand in Cedar Rapids!
Personalized Financial Advice
With nearly 25 years of experience, we are committed to providing comprehensive financial advice to our clients.
Our Client Approach
We genuinely care about our clients and value the partnership we develop together. Allow us to help you pursue your financial goals.
Our client-focused approach is the secret to our longevity. Our team will be by your side each step of the way and throughout every juncture in life.
We work with you and your family to develop a strategy that addresses your needs. From retirement planning to estate planning, we customize portfolios specifically for you.
Our team is here to offer you the support you need as you embark on your journey towards financial confidence.
Our process begins with a comprehensive introductory meeting to get to know you and your financial goals. We then create a customized plan to get you started and are always here to guide you every step of the way.
A sound financial strategy doesn't stop once you retire. In fact, during retirement, it's more important than ever to work with a financial professional to ensure that your investments can sustain the life of your retirement and beyond.
Senior Vice President, Financial Advisor
Client Service Associate