Edward Jones - Financial Advisor: Lori A Nay, CFP®

Services Offered

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

About

Lori A Nay is a Certified Financial Planner (CFP®) and financial advisor based in Richland, Michigan. She provides personalized financial planning and investment guidance to clients in the local area. Lori specializes in retirement preparation, education savings, and tax-smart investment strategies. Her approach emphasizes face-to-face conversations to ensure that clients' financial goals are clearly understood and addressed.

Reviews

Location

Business Information