Blending integrity, hard work and a commitment to listening to each client like he or she is the only investor in the world, Lisha Miller is dedicated to assisting her clients in meeting and exceeding their financial goals. She uses a hands-on approach when working with clients, meeting with each of them on a regular and on-going basis to ensure that their investments remain suitable for their objectives throughout changing personal and market conditions. Lisha specializes in working with small business owners, tradespeople and soon-to-be retirees, addressing their unique challenges and concerns.
Lisha understands that you have busy lives, often juggling hectic home and work schedules, but that’s no excuse not to focus on your financial health, so she makes herself available not only for in-office meetings, but will also come to your house, office or business so that you have dependable access to exceptional financial advice at your convenience.
Lisha works side-by-side with her clients, listening to their needs so she can focus on giving them the best strategies for retirement savings, investing wisely and business succession planning. Regular communication with her clients is key to a successful relationship, and Lisha makes supporting her clients her #1 priority. She is a dedicated, reliable and knowledgeable advisor who has been working in the industry for over 14 years. Let her help make your financial goals a reality.
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