Lisa Canup

Services Offered

• Retirement Planning
• Investment Management
• Wealth Management
• Financial Planning

Appointment Scheduling

Lisa Canup operates within the America/New_York time zone. It is recommended to schedule an appointment in advance to ensure availability. You can contact her office directly to set up a consultation that fits your schedule.

Local Tips

For those visiting the office, there are several dining and shopping options nearby on Raymond Diehl Rd. Parking is generally accessible, but it's advisable to allow a few extra minutes to find a spot during peak hours.

FAQs

How can I contact Lisa Canup for a consultation?

You can reach out to her office by phone or email to schedule a consultation.

What should I prepare for my first meeting?

Bring any relevant financial documents, such as recent bank statements, investment account summaries, and a list of financial goals you wish to discuss.

Does Lisa offer virtual consultations?

Yes, virtual consultations are available for clients who prefer or require remote meetings.