Lisa BarclayMBA, Financial Professional PrudentialPrudential Advisors
Throughout my 25+ years in financial services, I’ve always had a passion for sharing information and helping people achieve their financial goals, while offering guidance and support. As a licensed Financial Professional, I give that same level of commitment to my clients. Education, empowerment and elevation is key for all of my client relationships.
I help individuals, couples and families grow their assets for the long-term. I take this mission very seriously and work closely with my clients to understand your current financial status and recommend the appropriate products and services to help achieve your individual goals. I have the skills to match your investment portfolio with your risk tolerance, time horizon and objectives, while also suggesting alternatives to help protect your assets. I also offer financial educations seminars for organizations and small groups.
On a personal note, my family is my top priority, with my son at the top of the list. When I’m not working, I like things that make life enjoyable – cooking delicious food, good wine, travel, good books, a good workout and giving back.
1 Tower Center, 16th Floor East Brunswick NJ 08816