portrait of Lisa M Casillo
FINANCIAL ADVISOR

Lisa M Casillo

AAMS™
29 E Mountain Street Suite 3, Worcester, MA 01606opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Domestic Partner Finances
  • Divorce Finances
  • Estate & Legacy Strategies
  • Wealth Strategies

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Traveling
  • Art & Theater
  • History and Museums
  • Movies & Entertainment

Team Members

  • Traci Strange
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Phone

(508) 854-1608

Fax

(877) 462-5320

Office Address

29 E Mountain Street Suite 3
Worcester, MA 01606opens in a new window

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