Edward Jones - Financial Advisor: David M Lotz, AAMS®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management
• Tax-efficient investing

About

David Lotz is a financial advisor based in Lima, Ohio, affiliated with Edward Jones. He provides personalized financial planning and investment guidance, focusing on retirement preparation, education savings, and tax-efficient investing strategies. David emphasizes the importance of face-to-face consultations to understand his clients' unique financial goals. His practice is dedicated to helping individuals and families achieve long-term financial success.

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