Lisa Mcgrath, Ricp®, Cpa, Certified Financial Planner™ Email & Phone Number

Lisa is the owner of LongView Financial Services, Inc. and advises clients in areas of asset accumulation and protection, wealth management, insurance protection and retirement income planning. Lisa has a bachelor's degree in Psychology from Drake University and a master's degree in Accounting from the University of Iowa. She holds life and health insurance licenses and securities registrations (series 7 and 63). She earned the Retirement Income Certified Professional® designation from The American College as well as the highly regarded industry designation of CERTIFIED FINANCIAL PLANNER™. Lisa strives to create lifelong relationships. She works to clearly understand the background and needs of each client, then develops a personalized, goals-based financial plan unique to that situation. Lisa and her husband live in Middle Amana and have three children.Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and LongView Financial Services, Inc. are not affiliated.Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.

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  Owner, Financial Advisor

  Longview Financial Services, Inc.

  2014 - Present - Amana, Iowa, United States

  www.LongView-FS.com