Lisa Dudelson

    Focus: Insurance Strategies, Investment Strategies, Business Owners, LGBTQ, Retirement Income Planning, Estate Planning, College Funding Strategies

    Languages: English

    I offer an analysis of your current financial situation and help you:

    • Identify financial goals and concerns
    • Illustrate what is being done to reach your goals and deal with concerns
    • Identify gaps if present, and offer solutions to fill them

    See Lisa’s Licenses and Disclosures

    Check the background of this investment professional on FINRA’s BrokerCheck

    Contact Lisa

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    Barnum - New York Elmsford

    Satellite Office

    565 Taxter Road, Suite 625
    Elmsford, NY 10523