Lisa Boris is a Premier Banker and Chartered Retirement Planning Counselor™ (CRPC®) with 26 years of financial services experience. She helps clients take a comprehensive, holistic, and strategic approach to financial planning, while delivering custom-tailored solutions and providing active relationship and risk management. She has always had a passion for helping others, which led her to a career in banking to empower clients on their financial journey. She believes it is rewarding to get to know a client on the deepest level and know she has helped them in their short term and long term goals. Her daily goal is to put his clients first and build their trust through high-touch attention, in-depth conversations, and technology.
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more
Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.
Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more
Wills, trust, wealth transfer, estate administration and settlement, and more
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more
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