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Lisette Vizcarrondo Perez, CFP® Financial Advisor

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Financial & Investment Services

About Us

Just like you, your financial goals are unique. That’s why I take the time to understand what’s truly important to you and provide personalized advice to help you achieve your goals, today and tomorrow. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you adjust to whatever life brings — both the expected and the unexpected.
Areas of focus:•Cash flow management strategies •Estate planning strategies •Insurance •Investments •Retirement planning •Education planning