David Lotz, Financial Advisor located in Lima, OH

Financial Advisor
David M Lotz

AAMS®
3295 Harding Highway, Lima, OH 45804opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies

Financial Advisor Certifications

  • AAMS®

    Accredited Asset Management Specialist™

Team Members

  • Lindsay Dodds
    Branch Office Administrator
  • Trevor Lotz
    Branch Office Administrator
  • Marsha Spicer
    Branch Office Administrator
  • Taylor West
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Phone

(419) 222-6886

Fax

(888) 898-3903

Office Address

3295 Harding Highway
Lima, OH 45804opens in a new window

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