Edward Jones - Financial Advisor: Joseph A Lotozo, CFP®|ChFC®|AAMS®|CRPC™|CRPS™

5.0
8 reviews

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: Joseph A Lotozo, CFP®|ChFC®|AAMS®|CRPC™|CRPS™
2094 Tremont Center, Upper Arlington, OH
43221, United States

Hours

Reviews

5.0
8 reviews
5 stars
8
4 stars
0
3 stars
0
2 stars
0
1 star
0
  • DD
    D
    May 4, 2019
    5.0
    All around very nice guy
  • BG
    Barbara Gehle
    May 2, 2018
    5.0
    Joe is very professional , and is very personable.
  • DA
    Dianna Anelli
    Apr 26, 2018
    5.0
    Joe is a wonderful financial advisor and a joy to work with. Very intelligent and knowledgeable about the financial industry. I highly recommend him.
  • AL
    alana lotozo
    Dec 26, 2016
    5.0
    Very helpful and informed!

Frequently Asked Questions About Edward Jones - Financial Advisor: Joseph A Lotozo, CFP®|ChFC®|AAMS®|CRPC™|CRPS™

What financial services does Edward Jones - Financial Advisor Joseph A Lotozo offer?

Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, and investment management tailored through face-to-face consultations.

Where is Edward Jones - Financial Advisor Joseph A Lotozo located?

The office is located at 2094 Tremont Center, Suite 4, Upper Arlington, OH 43221, United States.