Edward Jones - Financial Advisor: Joseph A Lotozo, CFP|ChFC|AAMS|CRPC|CRPS
-
2094 Tremont Center
, Suite 4
Upper Arlington, Ohio 43221 - (614) 874-2372
- Website
Hours
Chamber Rating
-
Robert Stewart
I didn't think I needed financial advice, but Joe Lotozo steered me in the right direction with an excellent presentation and clear instructions on how to handle my portfolio. His advice has put me on the right track towards retirement. Highly recommended!
Apr 9th, 2019 -
D
All around very nice guy
Jun 19th, 2018 -
Dianna Anelli
Joe is a wonderful financial advisor and a joy to work with. Very intelligent and knowledgeable about the financial industry. I highly recommend him.
Mar 20th, 2018 -
Abigail Morse
Mar 17th, 2018 -
Charles Fitch
As a local mortgage lender here in town it feels great to have and trust Joe to be able to take care of my borrowers financial needs when they arise.
Mar 11th, 2018
Contact Info
- (614) 874-2372
- [email protected]
- Website
Products
- Financial Advisor
- Investment Management
- Funds Investment
- Stock & Bond Broker
Services
- Stocks & Bonds
- Investment Managers
- Advisors
Languages
- English
Specialities
- Advisors
- Investment Managers
- Stocks & Bonds
Vidoes
Questions & Answers
Q What is the phone number for Edward Jones - Financial Advisor: Joseph A Lotozo, CFP|ChFC|AAMS|CRPC|CRPS?
A The phone number for Edward Jones - Financial Advisor: Joseph A Lotozo, CFP|ChFC|AAMS|CRPC|CRPS is: (614) 874-2372.
Q Where is Edward Jones - Financial Advisor: Joseph A Lotozo, CFP|ChFC|AAMS|CRPC|CRPS located?
A Edward Jones - Financial Advisor: Joseph A Lotozo, CFP|ChFC|AAMS|CRPC|CRPS is located at 2094 Tremont Center, Suite 4, Upper Arlington, Ohio 43221
Q What is the internet address for Edward Jones - Financial Advisor: Joseph A Lotozo, CFP|ChFC|AAMS|CRPC|CRPS?
A The website (URL) for Edward Jones - Financial Advisor: Joseph A Lotozo, CFP|ChFC|AAMS|CRPC|CRPS is: https://www.edwardjones.com/us-en/financial-advisor/joseph-lotozo?y_source=1_MTIxMjAwNS01NDUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D
Q How big is Edward Jones - Financial Advisor: Joseph A Lotozo, CFP|ChFC|AAMS|CRPC|CRPS?
A Edward Jones - Financial Advisor: Joseph A Lotozo, CFP|ChFC|AAMS|CRPC|CRPS employs approximately 20+ people.
Q What days are Edward Jones - Financial Advisor: Joseph A Lotozo, CFP|ChFC|AAMS|CRPC|CRPS open?
A Edward Jones - Financial Advisor: Joseph A Lotozo, CFP|ChFC|AAMS|CRPC|CRPS is open:
Friday: 8:00 AM - 4:00 PM
Saturday: Closed
Sunday: Closed
Monday: 8:00 AM - 4:00 PM
Tuesday: 8:00 AM - 4:00 PM
Wednesday: 8:00 AM - 4:00 PM
Thursday: 8:00 AM - 4:00 PM
Q How is Edward Jones - Financial Advisor: Joseph A Lotozo, CFP|ChFC|AAMS|CRPC|CRPS rated?
A Edward Jones - Financial Advisor: Joseph A Lotozo, CFP|ChFC|AAMS|CRPC|CRPS has a 5.0 Star Rating from 8 reviewers.
Hours
Ratings and Reviews
Edward Jones - Financial Advisor: Joseph A Lotozo, CFP|ChFC|AAMS|CRPC|CRPS
Overall Rating
Overall Rating
( 8 Reviews )Robert Stewart on Google
I didn't think I needed financial advice, but Joe Lotozo steered me in the right direction with an excellent presentation and clear instructions on how to handle my portfolio. His advice has put me on the right track towards retirement. Highly recommended!
D on Google
All around very nice guy
Dianna Anelli on Google
Joe is a wonderful financial advisor and a joy to work with. Very intelligent and knowledgeable about the financial industry. I highly recommend him.
Abigail Morse on Google
Charles Fitch on Google
As a local mortgage lender here in town it feels great to have and trust Joe to be able to take care of my borrowers financial needs when they arise.
Overall Rating
Overall Rating
( 8 Reviews )Write a Review
Financial Consultant Near Me in Upper Arlington, OH
Merrill Lynch Wealth Management Advisor Christopher S Doyle
Upper Arlington, OH 43220
(614) 233-3354 ( 0 Reviews )
Edward Jones - Financial Advisor: Jonathan M Stewart, AAMS
Upper Arlington, Ohio 43220
(614) 488-6725 ( 0 Reviews )
Muirfield Wealth Partners - UBS Financial Services Inc.
Upper Arlington, Ohio 43220
(614) 442-6240 ( 1 Reviews )
Horizon Partners Wealth Management - UBS Financial Services Inc.
Upper Arlington, Ohio 43220
(614) 460-6564 ( 0 Reviews )
Christopher Shea Marmion, CFP - UBS Financial Services Inc.
Upper Arlington, Ohio 43220
(614) 442-6295 ( 0 Reviews )
David D'Herete - UBS Financial Services Inc.
Upper Arlington, Ohio 43220
(614) 460-6564 ( 0 Reviews )
Raymond James Financial Services
Upper Arlington, OH 43221
614-225-9400 ( 0 Reviews )
Steady Climb Financial Planning
Upper Arlington, OH 43221
208-996-0375 ( 1 Reviews )