4.9 out of 5
We have only had our initial meeting with Lisa so far, but she has been thorough and knowledgeable in understanding our priorities and articulating the possible options available to us. We look forward to working with Lisa in the future.
Sandy endorsed Lisa for General Financial Planning, Investments & Savings, Pension and Retirement
I have had the pleasure of working with Lisa with mutual clients. All clients tell me how professional Lisa is in both her approach and the advice that she provides. She is passionate about her work and treats each and every client as an individual. What strikes me when working with Lisa is that all she wants is the best for her clients, which is a wonderful quality to have.
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