Lori Baldwin, Financial Advisor located in Altoona, IA

Financial Advisor
Lori Baldwin

RICP®
2437 Adventureland Dr Suite C, Altoona, IA 50009opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Divorce Finances
  • Entrepreneurs & Business Owners

Financial Advisor Certifications

  • RICP®

    Retirement Income Certified Professional®

Personal Interests

  • Baking
  • Camping
  • Farming
  • Spending Time with Family
  • Antiquing

Team Members

  • Suzanne Runyon
    Registered Branch Associate
  • Tess Knighton
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(515) 967-4515

Fax

(855) 213-8812

Office Address

2437 Adventureland Dr Suite C
Altoona, IA 50009opens in a new window

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