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.
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Let’s get started.
Call, email or fill out the form below, and I will contact you On The Spot.
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