Lisa Rancourt, CRC<sup>®</sup>

Lisa Rancourt, CRC®

VP - Operations Manager, Ion Investments
Infinex Financial Advisor

Office: 860.217.9560
E-mail:
 

As Operations Manager, Lisa has over 40 years of experience in the financial services industry. She holds Series 6, 7, 63 & 65 registrations and CT/MA Life Insurance license, as well as a CRC & CSSCS certification. Lisa and her family reside in Longmeadow MA.

 

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Services

Asset & Risk Management

 

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Retirement & Financial Planning

 

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Business Owners & Employer Plans

 

 
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Access to Estate & Legacy Planning

 

College & Life Event Planning

 

Life Insurance & Annuities

 

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