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Lisa Jay Financial Services | Santa Maria, CA

  • Service Area: Santa Maria, CA
  • Business Duration: 13 years
Lisa Jay Financial Services

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

  • Square Cash App

Services Offered

Service type

  • General financial planning
  • Retirement planning
  • Life insurance review
  • Investment review
  • College planning
  • Annuities
  • Tax planning
  • Trusts or estate planning
  • Mutual funds
  • Home purchase

Work location

  • My customers travel to me
  • I travel to my customers
  • I work remotely (phone or internet)

About

I am here to help you! I care about people, and specialize in living benefits products, (life insurance you don't have to die to use), and tax free retirement savings through life insurance. I offer free financial planning sessions!

I enjoy helping people with their financial and retirement goals, and educating people about safe solutions. My clients become my friends and my friends become my clients, because I care about them and make a positive difference in their lives!

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License

This service provider might not be licensed, so we strongly recommend that you reach out directly to inquire about their license status.

Verification

  • Background Check
    • Lisa Jay
    • Completed on 7/18/2021

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