Lisa Wilson Ashlin Financial Consulting Services
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"Thank You, Lisa!"
38 yo guy here. Never did a bit of investing in my life. Now I feel like I have been investing my whole life looking at the growth of my portfolio. You saved my future Lisa, Thank you!
Date of experience: Feb 19, 2024
"She sets the standard, Thank you Lisa"
Like many people, I spend the majority of my time planning for my business, but pay little or no attention to my own finances. Mrs Lisa Ashlin has developed a personal plan for me that allows me to take much greater control of my financial affairs, and plan for the future. Everything now makes much more sense, and I only wish I had got in touch with her sooner! The income from my business now consistently quadruples under her management. Thank you Lisa
Date of experience: Jan 04, 2024
"Very Trustworthy and highly Experienced"
It is already hard enough to find a wealth advisor, let alone finding someone you can wholly trust. Being a young couple trying to get our finances in order (while saving for a wedding), we needed an advisor who had our best interests at heart. We had very little experience with investment planning, and to be honest, we were very lucky to find Mrs Lisa Ashlin. She could have pulled us in any direction and we would have believed her, but Lisa was "all ears" right off the bat. She was very patient, very understanding of our financial situation, and extremely knowledgeable about investment strategies and vehicles. Most importantly, she took her time educating us on the strategies and vehicles, and why she was recommending them for us. We set up a plan together on how to best go about reaching our financial goals, grow our net worth, and we are still going strong! It's been about three years now, and we couldn't be happier. We've since leaned on Lisa to help us open our business, and have since adapted our plans to include the big change. Partnering up with Lisa was definitely the best decision we've made, and I highly recommend her to anyone looking to get control of their lives.
Date of experience: Nov 25, 2023
- Useful14
"Excellent Work"
Excellent!. Lisa is the best advisor I have ever seen. I have been a client for four years and have referred several clients to her. I moved my IRA accounts to her management and have not worried about market conditions since.
Date of experience: Jul 24, 2023
- Useful10
"She is a Life Saver"
At 51, I lost my husband to cancer. We owned our own business, so the loss of considerable income at his death was a magnificent hardship. In addition, a significant personal investment became insolvent, causing the loss of millions. A happy, comfortable, and financially-secure life was gone in an instant. My home and a few other assets, was all I had left. Upon the sale of my home, a good friend referred me to Mrs.Ashlin . That was the moment that changed everything. Not only did Lisa help me emotionally through a life-altering time, her gentle guidance assisted me in investing the proceeds of my home and gaining additional capital through the sale of personal possessions. I was able to purchase a new home and still have enough for a substantial investment. I have been with these fine, trustworthy financial advisor for 5 years now, living on that growing investment with Lisa’s wise counsel. I am pleased to report that I, once again, live a comfortable and financially secure-life today. I highly recommend Lisa Ashlin
Date of experience: Feb 25, 2023
- Useful20
"Life Saver !"
From the minute I started investing with Lisa Ashlin 3 years ago I have only ever received first class service. Advice is clear and, to date, reaped rewards. My most recent experience with her has been excellent on all levels. My portfolio of around $200K has seen almost 150% growth. She’s really a genius! Thank you so much
Date of experience: Nov 17, 2022
- Useful17
"You are the Man !"
Not one normally in the business of leaving reviews online but damn! Lisa you are the man!
Date of experience: Oct 01, 2022
"Outstanding Performance , I strongly recommend."
We have been long term clients of Mrs Lisa Wilson Ashlin and it has been comforting to know that she ALWAYS looks out for your best interests and address all concerns. Cannot imagine working with any other financial team.
Date of experience: Sep 05, 2022
"Beyond Expectation !!"
All I can say is that I have made so much money in the past 7 months than in all my years of trading by myself. The way she plays this game, sometimes the moves are risky till you find out the reason why she did it. All respect to you Lisa!
Date of experience: Aug 24, 2022
"Very Transparent and Professional"
After having a terrible experience with another financial adviser I was a bit wary going into my initial meeting with Mrs Ashlin. I was quickly relieved to find that Lisa was professional, understanding, highly capable, and also very relatable. She has taken the time to explain absolutely everything we have covered. And her copy trading method is very transparent. Sometimes I feel like I’m dreaming when I log into my account and see that in just a day, I have realized an extra $30,000 in profits. I wouldn’t have believed this prior to meeting Lisa. If you wanna get rich, she is the no brainer!
Date of experience: Jun 27, 2022
About Lisa Wilson Ashlin Financial Consulting Services
My name is Lisa Wilson Ashlin and I am a registered Investment Adviser as well as a Financial coach. I help individuals and couples to feel confident with how they are managing their everyday finances and to end the stress they feel around money so they can spend more time doing the things they love..
Address
1765 Timberbrook Lane, Denver, CO, USA
Website
https://lisaashlin.com
Email
[email protected]
Category
Financial Services