Lisa M Mccue

Services Offered

• Holistic financial planning
• Investment strategies
• Insurance strategies

About

Lisa M Mccue is a financial consultant based in Leawood, Kansas, affiliated with Oppenheimer. She specializes in holistic financial planning and investment strategies tailored to the unique goals and values of her clients. Lisa employs a comprehensive discovery process to understand each client's specific situation, time horizon, and risk tolerance. Her practice primarily serves high net worth individuals, families, corporate executives, and businesses, focusing on both asset growth and protection.

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