How it Works

traitoflioness

05

Years Of Experience

About Us

We are a veteran-owned
company dedicated to providing

our clients the help and protection they need to achieve their unique financial objectives, grab opportunities, and overcome unforeseen problems.

Guaranteeing financial success is at the core of everything we do to build community resilience, empower personal and business success for our clients, and cultivate a culture that allows our clients to thrive.

  • Honest and reliable financial advisor.
  • Find out the hidden truth about investment and insurance.
  • Ensure that action plans are carried out to get better results.
  • There are no hidden fees.

We also provide supportive care solutions by offering non-emergency medical transportation and special need transportation services to our clients—ensuring their optimal health and safety.

Learn More

Our Services

What We are
Providing

Our Mission

We envision helping
you stand as a ferocious

protector of your family and be a capable provider with strength, passion, and courage—just like a lioness.

It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

  • To make a financial difference in people’s lives and assist everyone with their transportation requirements.
  • To inform salaried people and small business owners about the hidden realities of investing and insurance.
  • To exonerate individuals from financial illiteracy.
  • To help patients transport comfortably for their treatments.
View All Members
traitoflioness
Sandra William
CEO & Founder
traitoflioness
Mitchell Garrett
Assistant Manager
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Jack Rayan
Assistant Manager
traitoflioness
Roseanne Williams
General Manager
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Our Newsletter

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Thank you for helping me with managing my finances. You taught me a lot about how the investment industry works. I had no clue about these things. Thank you so much!

traitoflioness
Jake

Customer

Trait of Lioness! Just like its name. What a fantastic and knowledgeable financial counselor you have been. I am satisfied with the insurance plans and love the customer service. High Recommended!

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Arnold

Customer

Testimonials

I was worried about the daily commuting of my son, who is a Down syndrome patient until someone recommended me Trait of Lioness. I am thankful to them for providing such a reliable transportation service for people with special needs. Thank you so much!

traitoflioness
Diana

Customer

Testimonials