Edward Jones - Financial Advisor: Joseph A Lotozo, CFP®|ChFC®|AAMS®|CRPC™|CRPS™
5.08 reviews
Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: 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
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- RSRobert StewartAug 17, 20185.0I didn't think I needed financial advice, but Joe Lotozo steered me in the right direction with an excellent presentation and clear instructions on how to handle my portfolio. His advice has put me on the right track towards retirement. Highly recommended!
- BGBarbara GehleMay 2, 20185.0Joe is very professional , and is very personable.
- DADianna AnelliApr 26, 20185.0Joe is a wonderful financial advisor and a joy to work with. Very intelligent and knowledgeable about the financial industry. I highly recommend him.
- JNJosh NagyOct 18, 20175.0Fantastic!
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.
What are the business hours for Edward Jones - Financial Advisor Joseph A Lotozo?
The office is open Monday through Friday from 8:00 AM to 4:00 PM and is closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor Joseph A Lotozo?
You can contact the office by phone at +1 614-874-2372 or by email at joseph.lotozo@edwardjones.com.
Is there a way to book an appointment online with Joseph A Lotozo?
Yes, appointments can be booked online via the reservation page at https://www.edwardjones.com/us-en/financial-advisor/joseph-lotozo/contact/
Does Edward Jones offer resources or apps for managing investments on mobile devices?
Yes, Edward Jones provides mobile apps available on Android and iOS for clients to manage their investments conveniently.
What nearby dining options are available around Edward Jones' office at Tremont Center?
Nearby dining options include The Old Bag of Nails Pub, HobNob Pizza, Chef-O-Nette Restaurant, and Moretti's of Arlington, offering a variety of cuisines from pub fare to Italian.
Are there any fitness or wellness centers near Edward Jones in Upper Arlington?
Yes, nearby wellness options include Pilates Connection, Aqua Flow Fit gym, and UA Fitness gym, providing opportunities for exercise and fitness.
What amenities or services can customers find around Edward Jones within Tremont Center?
Customers can find shopping, a cinema, clothing stores like Brown Shoe, flower shops like Flower Galaxy, and other services such as dry cleaning at Clothing Care Dry Cleaners nearby.
How might nearby professional services benefit customers visiting Edward Jones?
Nearby professional services such as Northwest Eyecare Professionals, dental offices like Paul E. Webb, and local real estate agents can make it convenient for clients to address multiple needs in a single visit to the area.