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Modern Work Space

Lisa Montford, LLC Welcomes You

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About Me

I’ve been a professional Business Management Consultantant and Financial Services (Life, Heath, Annuities, Group Benefits since 2015. I believe in maintaining a positive mindset, creating partnerships with a purpose, and always striving for significant outcomes. When you work with me, you should expect a collaboration with transparency and consistency. Want to learn more? Contact me today for an initial consultation.

Business Meeting

Thank you Lisa for helping me structure my business formation.  You are a one stop shop.  Your company is efficient and thorough.  Excellent customer service!

KC Consulting

“I’ve worked with Lisa Montford for many years at  L & Associates. Her team is top notch and Lisa is always available to offer advice and make valuable recommendations on not only administrative and accounting matters but business matters. I have and will continue to recommend Lisa  to anyone I think could use their services.”


Lisa has been and invaluable resource, providing a unique approach, support and direction for many of my projects. I believe Lisa's strength has been the ability to make complex projects simple, immersing herself into my ways of working and providing solutions that meet both my needs and support the company’s long-term goals. On a personal level, Lisa has helped me to challenge my ways of thinking and as a result shaping how I manage my current role while helping me understand which direction I want my future career to take. ”

Robert W. RP

Upcoming Events

  • Podcast
    Mon, Mar 17
    Mar 17, 2025, 5:00 PM
    Mar 17, 2025, 5:00 PM
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Business Conference

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