AND FINANCIAL SERVICES
Mona Lisa Insurance and Financial Services is committed to attaining the financial objectives as well as insurance needs of our clients by providing the highest level of service and delivering quality investment & insurance strategies.
We believe that by putting the financial well being of our clients first, we can fulfill their best interests. Remaining responsive to the needs of clients in a financial environment characterized by constant change is a continuing challenge.
We Are Also Proud Members Of:
3rd Party Disclosure
Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC or its representatives. Their information is deemed to be from reliable sources; however, their content cannot be guaranteed.
*Securities are offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC and Mona Lisa Insurance & Financial Services are not affiliated. Additional products and services may be available through Mitchell Corman or Mona Lisa Insurance & Financial Services that are not offered through AIC.
This is not an offer of securities in any jurisdiction, now is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. A Representative from Mona Lisa Insurance & Financial Services will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Securities products are currently limited to residents of Florida.