Now is a Great Time to Organize Your Financial Records

What financial records should you keep? How long do you need to keep them? Today, Financial Advisor Lisa Krall will help you get your pile of financial documents organized.
 
Contact Financial Advisor, Lisa Krall at (724) 858-1122.

 

Meet Financial Advisor, Lisa Krall

Lisa KrallLisa Krall is a financial professional at SagePoint Financial, Inc., a broker-dealer with over 1,900 registered representatives nationwide. Lisa has held an industry securities registration for 9 years and is subject to SEC and FINRA oversight.