Lori Koval

Services Offered

• Holistic financial planning
• Investment strategy design
• Insurance strategy design

About

Lori Koval is a financial consultant based in Florham Park, New Jersey, affiliated with Oppenheimer. She specializes in holistic financial planning and investment strategies tailored to each client's unique goals and risk tolerance. Lori employs an in-depth discovery process to understand her clients' specific situations and time horizons. Her practice focuses on serving high net worth individuals, families, corporate executives, and businesses, helping them grow and protect their assets while addressing complex financial issues.

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