Andrew Lotz, Financial Advisor located in Lima, OH

Financial Advisor
Andrew D Lotz

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

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • New Investors
  • Wealth Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Personal Interests

  • Personal Fitness
  • Pets
  • Music
  • Traveling
  • Movies & Entertainment

Team Members

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(419) 216-3311

Fax

(888) 898-3903

Office Address

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

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