Lisa "Lisa" Dudelson

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

    Languages: English

    I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:

    • Retirement income solutions
    • Estate strategies
    • Employee benefit and retention services
    • Business continuation strategies

    See Lisa’s Licenses and Disclosures

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    Contact Lisa

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    Barnum - New York Elmsford

    Satellite Office

    565 Taxter Road, Suite 625
    Elmsford, NY 10523