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Broadridge Financial Solutions
Finance · New York, United States · 1-10 Employees
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Overview
Headquarters
120 Madison St Ste 1900, Syracuse, New Y...Phone Number
(315) 425-6343Website
www.lisadmiller.comRevenue
<$5 MillionIndustry
About Broadridge Financial Solutions
Lisa D. Miller offers comprehensive financial planning services tailored to various client needs, including retirement, estate planning, and special needs planning. The firm specializes in supporting women, LGBTQ+ individuals, business owners, and those navigating divorce through personalized financial strategies. With a focus on creating trust objectives and life care plans, Lisa D. Miller aims to empower clients to plan for their best life and manage uncertainties. The company is dedicated to providing equitable perspectives and resources for clients at different life stages.Explore more
SIC Code 62,628NAICS Code 52,523Show moreBroadridge Financial Solutions Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
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SD
Sergey DanelyanVice President - Financial Planning and Analysis Retirement Planning Specialist
Broadridge Financial Solutions Tech Stack
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Lisa D. Miller offers comprehensive financial planning services tailored to various client needs, including retirement, estate planning, and special needs planning. The firm specializes in supporting women, LGBTQ+ individuals, business owners, and those navigating divorce through personalized financial strategies. With a focus on creating trust obj... Read More
