Lori Cannon, Financial Advisor located in Toledo, OH

Financial Advisor
Lori M Cannon

AAMS®
7103 West Central Avenue, Toledo, OH 43617opens in a new window
Serving clients of all asset levels
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Focus Areas

  • Retirement Income Strategies
  • LGBTQ+ Finances
  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Domestic Partner Finances

Financial Advisor Certifications

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Camping
  • Hiking
  • Pets
  • Running
  • Spending Time with Family

Team Members

  • Paula Purtee
    Sr. Branch Office Administrator
    FPQP®
  • Maya Williams
    Branch Office Administrator

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Office Information

Hours

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

Phone

(419) 842-0369

Fax

(877) 222-7324

Office Address

7103 West Central Avenue
Toledo, OH 43617opens in a new window

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