Business Details
About
Investment Service
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor. Schedule an appointment today.
Location
Edward Jones - Financial Advisor: Andrew D Lotz, CFP®
3295 Harding Highway, Lima, OH
45804, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Andrew D Lotz, CFP®
What services does Edward Jones - Financial Advisor Andrew D Lotz offer?
They provide financial advising, investment management, investment funds, and stock brokerage services.
What are the specialities of Andrew D Lotz at Edward Jones?
Specialities include 401(k), Roth IRA, 529 College Savings Plan, and Life Insurance.
Where is Edward Jones - Financial Advisor Andrew D Lotz located?
The office is located at 3295 Harding Highway, Lima, OH 45804, USA.
What are the business hours for Edward Jones - Financial Advisor Andrew D Lotz?
They are open Monday to Friday from 8:30 AM to 5:00 PM, and closed on weekends.
How can I schedule an appointment with Andrew D Lotz?
You can schedule an appointment via their contact page at https://www.edwardjones.com/us-en/financial-advisor/andrew-lotz/contact/.
What languages are spoken at Edward Jones - Financial Advisor Andrew D Lotz?
English is the language spoken at this location.
Are there other financial advisors nearby Edward Jones - Andrew D Lotz?
Yes, nearby financial advisors include Edward Jones - Financial Advisor John V Curtin and Rockhold Wentling.
What dining options are available near Edward Jones - Financial Advisor Andrew D Lotz?
Nearby restaurants include Daryl & Daryl's pizza and beer bar, La Charreada Mexican Restaurant, Fairgrounds Pizza and Pub, and Shafer's Smoked Meats barbecue restaurant.
Are there any automotive services close to Edward Jones - Andrew D Lotz?
Yes, Allen Tire Service nearby offers tire dealing and automotive repair services.
What should I know about retirement planning at Edward Jones - Financial Advisor Andrew D Lotz?
They offer retirement planning services and you can try their Retirement Savings Calculator available on their website to help prepare for your future.