Broadridge Financial Solutions
Finance · New York, United States · 1-10 Employees
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Overview
Headquarters
120 Madison St Ste 1900, Syracuse, New Y...Phone Number
(315) 425-6343Website
www.lisadmiller.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Broadridge Financial Solutions
Lisa D. Miller is a financial planning firm that offers a range of services including retirement planning, estate planning, and specialized services for women, LGBTQ+ individuals, and those with special needs. The firm also provides collaborative and mediation services for divorce planning, as well as support for business owners in succession and buy/sell planning. Their intended clients include individuals and families at various life stages, particularly those facing unique financial challenges. With a focus on personalized strategies, Lisa D. Miller aims to help clients navigate their financial futures effectively.Explore more
Popular SearchesBroadridge Financial Solutions Inclisadmiller.comAXA Advisors LLCSIC Code 62,628NAICS Code 52,523Show more
Broadridge Financial Solutions Org Chart
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Revenue
Number of Employees
Type
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Founded In
<$5M
1-10
Private
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Sergey DanelyanVice President - Financial Planning and Analysis Retirement Planning Specialist
Company Profile Activity
Activity Insights
Broadridge Financial Solutions is experiencing very low activity levels compared to other companies in the Finance sector.
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Broadridge Financial Solutions is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Broadridge Financial Solutions.
Broadridge Financial Solutions Tech Stack
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Lisa D. Miller is a financial planning firm that offers a range of services including retirement planning, estate planning, and specialized services for women, LGBTQ+ individuals, and those with special needs. The firm also provides collaborative and mediation services for divorce planning, as well as support for business owners in succession and b... Read More
