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Home > Financial Planner Directory > New York > Mount Kisco > Lisa A. Cerbone-Montalto, CFP®, CRPC®, CIMA
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Lisa A. Cerbone-Montalto, CFP®, CRPC®, CIMA

Merrill Lynch

105 S Bedford Rd
Mount Kisco, NY 10549-3441
Phone: (914) 241-6438
Fax: (914) 290-4093

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Annuities
  • Buying a Home
  • Charitable & Planned Giving
  • Career Change
  • Asset Allocation
  • Corporate Finance
  • Investment Management
  • Estate Planning
  • Getting Divorced
  • Job Loss
  • Retirement
  • Stocks & Bonds
  • Sudden Wealth
  • Special Needs
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.