Business Details
About
Investment Service
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future.
For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: David M Lotz, AAMS®
3295 Harding Highway, Lima, OH
45804, United States
Hours
Reviews
5.0
7 reviews
5 stars
7
4 stars0
3 stars0
2 stars0
1 star0
- BWBob WalkerJul 22, 20255.0Dave Lotz and his team are thorough, professional and well informed. I would highly recommend Dave - as I have to my children.
- JDJeff DeLongMay 22, 20255.0Placing my retirement in Dave's hands was probably the best decision I've ever made... except the decision to retire early... lol. I couldn't be happier with his service, professionalism, timely updates, and his results. I've used other advisors where i paid a fortune-- and was treated as a number.... worse, like a number they couldn't remember. Mr. Lotz and his staff are always friendly, knowledgeable, and most importantly ALWAYS available. I don't normally leave reviews - but felt i needed to make an exception. Thank you, David Lotz!
Frequently Asked Questions About Edward Jones - Financial Advisor: David M Lotz, AAMS®
What services does Edward Jones - Financial Advisor: David M Lotz offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, all tailored through face-to-face consultations.
What are the business hours for Edward Jones - Financial Advisor: David M Lotz?
The office is open Monday through Friday from 8:00 AM to 4:30 PM and closed on weekends.
How can I contact Edward Jones - Financial Advisor: David M Lotz?
You can call the main phone number at +1 419-664-6942 or email david.lotz@edwardjones.com.
Where is Edward Jones - Financial Advisor: David M Lotz located?
The office is located at 3295 Harding Highway, Lima, OH 45804, United States.
Is there an app available for Edward Jones services?
Yes, Edward Jones offers mobile apps for both Android and iOS platforms to facilitate account management and investment services.
Can I schedule a consultation with Edward Jones - Financial Advisor: David M Lotz online?
Yes, appointments can be scheduled online via their contact page at https://www.edwardjones.com/us-en/financial-advisor/david-lotz/contact/.
Which nearby places might I visit before or after meeting with Edward Jones - Financial Advisor: David M Lotz?
Nearby, you can visit restaurants such as La Charreada Mexican Restaurant, Daryl & Daryl's pizza restaurant, or Fairgrounds Pizza and Pub to enjoy a meal before or after your consultation.
Are there other financial service providers near Edward Jones in Lima, OH?
Yes, nearby financial service providers include Edward Jones - Financial Advisor: John V Curtin, Gerber Insurance & Financial Services, and OneMain Financial.
What automotive services are available near Edward Jones - Financial Advisor: David M Lotz?
Allen Tire Service, offering tire sales, repairs, and automotive parts, is located nearby if you need vehicle maintenance during your visit.
Are there any fitness centers or health services near Edward Jones in Lima?
Yes, Eastside Fitness gym and Lost Creek Chiropractic offering holistic health services are located close by for your wellness needs.