Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Matuszny is an Investment Advisor Representative at Avantax Planning Partners, Inc., a firm that specializes in providing financial planning, portfolio management, and pension consulting services. Lisa has been in the industry since 1992 and holds a Series 65 license. Lisa is also a shareholder and CPA at Hobe & Lucas CPAs, Inc., a public accounting firm. She is a member of GreenSmart Payroll Solutions LLC, a company that provides ongoing payroll services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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OH
01/31/2022 - Present
Avantax Planning Partners, Inc. (Independence OH)
IA
Issued 01/24/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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