Lori Nay, Financial Advisor located in Richland, MI

Financial Advisor
Lori A Nay

CFP®
9153 East D Ave, Richland, MI 49083opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Corporate Executives
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Divorce Finances
  • Charitable Giving

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Personal Interests

  • Traveling
  • Hiking
  • Personal Fitness
  • Volunteering
  • Social Responsibility

Team Members

  • Courtney Klaassen
    Associate Financial Advisor
  • Alec Gabrielli
    Sr. Branch Office Administrator
  • Cassandra Beighley
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Phone

(269) 629-4270

Fax

(866) 826-6086

Office Address

9153 East D Ave
Richland, MI 49083opens in a new window

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