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Reviews

BG
Betsy G.

11/01/2018

Provided by YP.com

I'm so glad I started working with Lisa this year. As a person in my 20's and self employed, she not only helped me with starting investments, but so much more. My financial awareness, budget, and saving have improved dramatically by having someone that's knowledgeable, friendly, and helpful. Easy to get a hold of by phone or email, and responds quickly. Definitely set up a meeting with her and see what it's all about!

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Hours
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Categories
Investments, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Financing Consultants, Investment Advisory Service, Investment Management, Investment Securities, Mutual Funds, Pension & Profit Sharing Plans, Retirement Planning Services, Stock & Bond Brokers, Stock & Bond Transfer Agents
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