LISA D. MILLER
Updated 45 days ago
120 Madison Street, Suite 1900 Syracuse, NY 13202
As a Financial Advisor I listen. Hearing what my clients are saying, or not saying is, in my opinion, one of the most important aspects of my job. Equally important is providing my services with compassion and without judgment to whomever seeks advice... I meet individuals, families and business owners, where they are in their personal, and professional financial lives. I draw from my previous career in Accounting and Business Management and my on-going professional education to help my clients identify their unique financial objectives and create a personalized plan towards achieving their goals... Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah..