Lisa Lehwalder's Contact Details

Lisa Lehwalder's Company Details

Single Point Financial Advisors

Beaverton, OR, US • 5 - 9 Employees
Financial Services

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.At Single Point Financial Advisors, our clients are our focus. They are our "single point."​ We strive to create an experience for our clients that gives them great service, provides a wide variety of potential solutions to their planning needs, and builds a positive relationship based on trust. We are always working to improve our knowledge in all aspects involving financial planning and the needs of our clients.In turn, Single Point is also about our clients'​ view of us. We want to be the first place you think of when you have transition in your life. When you have a change such as marriage, birth, divorce, death, purchase of a home, change of job, etc., we strive to be among the first you consult.Securities offered through Securities America, Inc., a Registered Broker/Dealer. Member FINRA (http://www.finra.org)/SIPC(http://www.sipc.org). Advisory services offered through Securities America Advisors, Inc., a SEC Registered Investment Advisory Firm. Single Point Financial Advisors is not an affiliated entity of the Securities America Companies. Securities licensed in: AK, AZ, CA, FL, ID, ME, MD, MT, NY, OR, WA