portrait of David M Lotz
FINANCIAL ADVISOR

David M Lotz

AAMS™
CallSend Me a Message

Focus Areas

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

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Team Members

  • Kathy Bell
    Sr. Branch Office Administrator
  • Donna Weber
    Sr. Branch Office Administrator
  • Schelby Beach
    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 08:00AM - 04:30PM
Sat Closed
Sun Closed

Phone

(419) 222-6886

Fax

(888) 898-3903

Office Address

2304 Harding Highway
Lima, OH 45804opens in a new window

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