Business Details
About
Financial PlannerFinancial ConsultantStock Broker
With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial
goals. You can depend on our investment management experience to help you develop strategies and solutions for
pursuing financial security, no matter where you are in life.
Location
Lisa McKenney - RBC Wealth Management Financial Advisor
5786 Wide Waters Parkway, Syracuse, NY
13214, United States
Frequently Asked Questions About Lisa McKenney - RBC Wealth Management Financial Advisor
Who is Lisa McKenney and what services does she offer?
Lisa McKenney is a financial advisor at RBC Wealth Management providing customized financial strategies to help clients achieve their goals and build financial security.
Where is Lisa McKenney's office located?
Her office is located at 5786 Wide Waters Parkway, Suite 2, Syracuse, NY 13214, USA.
How can I contact Lisa McKenney for financial advisory services?
You can reach Lisa McKenney by phone at +1 315-423-1421 or via email at lisa.mckenney@rbc.com.
Does Lisa McKenney have an online presence where I can learn more?
Yes, her online profile and resources are available at https://us.rbcwealthmanagement.com/lisamckenney.
What categories does Lisa McKenney’s practice fall under?
Her practice is categorized under Wealth Management, Financial Planner, Financial Consultant, and Stock Broker services.
What is the main goal of Lisa McKenney’s financial advisory services?
The main goal is to strengthen clients' financial security through tailored investment strategies and guidance throughout different life stages.
Are there other financial advisors near Lisa McKenney’s office?
Yes, several financial advisors such as Nichole LaChance from Ameriprise Financial Services and Daniel Adler at Prudential are located nearby, providing clients with additional financial service options.
Can clients easily access Lisa McKenney's office via public transportation?
Yes, Widewaters Parkway bus station is nearby, offering convenient public transit access for clients visiting Lisa McKenney's office.
What are some nearby businesses or services around Lisa McKenney’s office that clients might find useful?
Nearby clients can also find services like Goldberg Segalla LLP (legal services), Pyramid Brokerage (corporate offices), and Elevate Fitness Dewitt (gym and active life facilities).
How might visiting nearby financial services complement a meeting with Lisa McKenney?
Visiting nearby financial firms like Strategic Wealth Advisors or Sammarco, Moore, & Nice can provide clients with additional perspectives on financial planning, insurance, and investing to complement Lisa McKenney’s wealth management advice.