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About LOTZER & CO.,INC.
LOTZER & CO.,INC. is a well-established financial services firm that has been providing expert advice and guidance to clients for over 25 years. With a team of experienced and knowledgeable financial advisors, LOTZER & CO.,INC. aims to help clients achieve their financial goals and secure a better financial future.
How the Advisor Helps Clients – Key Takeaways:
- Provides personalized financial planning and investment strategies
- Offers a wide range of financial services to meet the diverse needs of clients
- Fosters long-term relationships with clients based on trust and integrity
- Uses the latest technology and resources to provide efficient and effective financial solutions
- Offers expert advice and guidance backed by years of experience and expertise
Facts and Insights
LOTZER & CO.,INC. has established itself as a leading financial services firm by consistently delivering exceptional results and personalized solutions to clients. Here are some key facts and insights about the firm:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 25 years |
Financial Services Offered
LOTZER & CO.,INC. offers a comprehensive range of financial services to meet the diverse needs of clients. These include but are not limited to:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance
- Education planning
- Wealth transfer
- Charitable giving
Client Types
LOTZER & CO.,INC. serves a wide range of clients, including individuals, families, small business owners, and corporations. Their team of financial advisors has the expertise and knowledge to cater to the unique financial needs and goals of each client.
Fees & Compensation
LOTZER & CO.,INC. is committed to transparency when it comes to fees and compensation. They believe in creating a fair and mutually beneficial relationship with clients, and as such, their fees are based on a percentage of the assets under management. The firm does not receive any commissions or incentives for recommending specific products or services.
Background
LOTZER & CO.,INC. was founded by John Lotzer, who has over 30 years of experience in the financial industry. He is a certified financial planner (CFP) and has dedicated his career to helping clients achieve their financial goals. Under his leadership, the firm has grown to become a highly reputable and trusted name in the industry.
Financial Advisor Disclosures to Know
Before working with a financial advisor, it is essential to understand their background and any disclosures that may impact their services. LOTZER & CO.,INC. is proud to have a clean record and has disclosed the following information for clients to consider:
- No regulatory actions or sanctions
- No criminal convictions
- No civil judicial actions
- No bankruptcy filings
- No customer complaints
- No previous firm affiliations
In conclusion, LOTZER & CO.,INC. is a trusted and experienced financial services firm that is dedicated to helping clients achieve their financial goals. With a wide range of services, a commitment to transparency, and a clean record, clients can trust that they are in good hands when working with LOTZER & CO.,INC.