Lori CFP

Wealth Advisor | Principal at Bartlett & Company - Cincinnati, OH, US

Lori CFP's Colleagues at Bartlett & Company
Nicholas CFP

Financial Planning Associate

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Rob Michel

Network Administrator

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Melissa LaCorte

Client Relationship Associate

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Devin Reinert

Client Communications Associate

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Matt Whalen

Director - IT

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Kenneth Schlachter

Wealth Advisor & Principal

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David Francis

Investment Advisor, Principal

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Lori CFP's Contact Details
Email (Verified)
***@bartlett1898.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
513-621-4612
Location
Company
Bartlett & Company
Lori CFP's Company Details
Bartlett & Company logo, Bartlett & Company contact details

Bartlett & Company

Cincinnati, OH, US • 100 - 249 Employees
Investment Bank/Securities Brokerage

At Bartlett, we see life's transitions as opportunities for growth. Our team of wealth management experts will partner with you to chart the best path forward. Together we will explore, build, and execute investment and financial planning strategies tailored to meet your individual needs and objectives. Our success relies on uncompromising integrity and market vigilance. As new trends and technologies emerge, our wealth management experts will do the research and prepare for what's next. Our sights are always set on moving you closer to your goals.Your well-being is our bottom line. The Bartlett team's specialties include: • Planning for retirement • Selling a business • Preparing children for understanding wealth • Establishing a family legacy • Stock option planning • Estate planning

Wealth Management Investment Advisory Retirement Planning Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
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Frequently Asked Questions about Lori CFP
Lori CFP currently works for Bartlett Wealth Management.
Lori CFP's role at Bartlett Wealth Management is Wealth Advisor | Principal.
Lori CFP's email address is ***@bartlett1898.com. To view Lori CFP's full email address, please signup to ConnectPlex.
Lori CFP works in the Investment Management industry.
Lori CFP's colleagues at Bartlett & Company are Nicholas CFP, Rob Michel, Melissa LaCorte, Devin Reinert, Matt Whalen, Kenneth Schlachter, David Francis and others.
Lori CFP's phone number is 513-621-4612
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