Lisa Ashcroft
Credentials
- Certified Trust and Financial Advisor (CTFA)
Specialties
- Estate and financial planning
- Serve as corporate fiduciary to act as executor, power of attorney, trustee
- Investment management
What "On the Spot" service means to me
Being accessible to provide excellent, accurate service to clients.
Check out the background of this investment professional on FINRA’s BrokerCheck. (Opens in a new Window) (Opens in a new Window) (Opens in a new Window)
Let’s get started.
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