Lisa has made South Florida her home for 25 years. She holds a Bachelor of Science degree in Special Education/Elementary Education and is FL 215, Series 7 & Series 66 licensed. Lisa found her passion being a Financial Advisor while working with business owners, their families, and their employees.
Concerns facing Business Life Stages:
1) Business Growth
2) Key Employee Retention
3) Cash Flow Management
4) Exit & Transition Strategy
Business decisions don’t need to be overwhelming. In my practice, the owner(s) of a business who take the time to protect themselves will care more about the people in their personal and business life, so the business will run more easily. Lisa offers a free consultation to discuss where you and your business are headed.
Lisa Samuels is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Evershore Financial Group offers securities and investment advisory services through Securian Financial Services, Inc., member FINRA/SIPC. Evershore Financial Group is independently owned and operated. 3300 PGA Blvd. #100, Palm Beach Gardens, FL 33410.