lisa greenwald, LUTCF

staff manager registered representative

330-234-5007

Office Directions

staff manager registered representative

Financial representative phone numbers
Contact
Direct	330-234-5007
Office	800-664-2914 Ext. 20713
Fax	330-345-5987

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Address

The Western and Southern Life Insurance Company -WOOSTER, OH.
2914 CLEVELAND RD STE A
WOOSTER, OH 44691-1655
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Information included in this Email may not be secure and could be intercepted by a third party while in transit. Do not submit sensitive information such as passwords, policy numbers, or other information that you would like to keep private. If you have such a request, please call Client Services at 866-832-7719.

Together We Can Help Build a More Financially Secure Future

My Mission

I strive to create peace of mind by designing personalized solutions to help my customers achieve their financial goals.

My Background

I have 20 years of experience in the insurance and financial services industry.

I have been a resident of Wooster OH for 49 years.

I can offer you a wide variety of financial solutions to address your current needs.

I specialize in helping individuals like you with planning for retirement.

Learn More

Please contact me today to learn more about our products and services, request a quote, or schedule a financial needs analysis - all at no cost or obligation to you. I look forward to working with you.

Check the background of this financial professional on FINRA's Broker Check

Financial Solutions¹

Life Insurance

Mutual Funds

529 College Savings Plan

Annuities

Individual Retirement Accounts (IRAs)

Critical Illness Insurance

Accidental Death Insurance

Long-Term Care Insurance

Medicare Supplement Insurance

Disability Income Insurance

Supplemental Health Insurance

Group Major Medical

Retirement Planning

Small Business Solutions

Limited-Time Drawing for $529! Don't Miss Out. Contact me today to learn how to be entered.

Learn About Life Insurance

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IMPORTANT DISCLOSURES

Securities offered by Registered Representatives through W&S Brokerage Services, Inc. (W&SBS), member FINRA / SIPC. Advisory services offered by Financial Advisors through W&SBS, a registered investment adviser. All companies are members of Western & Southern Financial Group.

Not all Agents are registered to sell securities or offer advisory services. If you have a particular investment need and your Agent is not licensed/registered for the representation or sale of investment products or advisory services, please ask to speak to an Agent who is actively and appropriately registered with W&S Brokerage Services, Inc.

¹Western & Southern Agency, Inc. is a member of Western & Southern Financial Group (Western & Southern). Some products available are issued by third party insurance companies, which are not affiliated with any Western & Southern member company. Western & Southern Agency, Inc. is the distributor. A contract's financial guarantees are subject to the claims-paying ability of the issuing insurance company. In the State of California, Western & Southern Agency, Inc. is known as and does business as Western-Southern Insurance Agency.

Western & Southern and its affiliates do not provide legal or tax advice. Always consult an attorney or tax advisor regarding your specific legal or tax situation.

lisa greenwald, LUTCF

Send Me an Email