lisa greenwald, LUTCF

staff manager registered representative

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

The Western and Southern Life Insurance Company -WOOSTER, OH.
2914 CLEVELAND RD STE A
WOOSTER, OH 44691-1655

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 retirement planning.

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.

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Financial Solutions

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

Group Health

Retirement Planning

Small Business Solutions

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How Far Away Is Your Retirement Horizon?

I can help you develop or adjust your financial course to help attain your goals in retirement so you can have the freedom to live life on your terms. Together we can plan for the kind of retirement lifestyle you want to enjoy.

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Enjoy More Confidence About Your Financial Life

Regardless of your station in life, you can count on Western & Southern Life for financial solutions that make sense. Whether you are celebrating a new baby, career, home or retirement, I can help you plan for your specific financial needs.

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Let’s Simplify Planning for Your Future

A quick financial review can give you an insightful analysis of your current needs. I can provide a complimentary, customized report to figure out the course to help secure your family’s future.

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Receive timely lifestyle, financial and how-to information as well as personalized offers to help you live a healthier and financially stronger life.

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Refer a Friend

If you have experience with your own financial planning, then you know the value of working with a professional.

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Get a Quote

We offer a variety of financial solutions to help you meet your goals. Contact me to learn more about our products and receive a quote.

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IMPORTANT DISCLOSURES

Securities offered by Registered Representatives through W&S Brokerage Services, Inc., member FINRA / SIPC. All companies are members of Western & Southern Financial Group.

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

Some products issued by companies not affiliated with W&S Agency, Inc.

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.