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Lori L Born

Financial Advisor

5.0
(2)
I have been a financial advisor with Edward Jones since January of 2012. Individuals, families and business owners rely on me to help them through the determining their financial goals, and creating strategies to help them achieve those goa...... Show More
Location & Business Hours
Tuesday
09:00AM to 04:30PM
Wednesday
09:00AM to 04:30PM
Thursday
09:00AM to 04:30PM
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Overall Ratings
5.0
(2)
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About
I have been a financial advisor with Edward Jones since January of 2012. Individuals, families and business owners rely on me to help them through the determining their financial goals, and creating strategies to help them achieve those goals. I take the time to listen to and understand my clients and their stories. I then construct customized strategies that are tailored to my clients' specific needs and aspirations. Once the strategies are in place, I continue to partner with my clients to help ensure they stay on track. I can collaborate with your CPAs, attorneys and other trusted professionals, always keeping client information confidential. I am proud to serve a wide variety of clients whose goals range from growing wealth to saving for educational expenses to planning for and living a successful retirement. I regularly work with multi-generational families to develop unique strategies of wealth transfer and with small business owners to create strategies for business succession, asset growth and tax reduction. My clients are assured that I will go above and beyond to help them achieve their lifelong goals. Registered in multiple states, I am able to extend my services to clients and their loved ones beyond Michigan. I have a passion for helping others. I love getting to know and working closely with all of my clients and guiding them through the oftentimes complicated process. I consider my clients to be my friends and truly enjoy helping them live the lives they have imagined. Outside my role of Edward Jones, I enjoy being part of the community in which I live and work. In my free time, I enjoy golfing, traveling, boating and, most of all, spending quality time with my family and friends.
Specialities
Insurance & Annuities
Retirement Savings Strategies
Retirement Income Strategies
Portfolio Reviews
Business Retirement Plans
Estate & Legacy Strategies
Golfing
Home Improvement
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FAQs
Here are some Frequently Asked Questions about Lori L Born
What organization is Lori L Born associated with?
Lori L Born is associated with Edward Jones.
What is Lori L Born’s work email address?
Lori L Born’s professional email address is l*******n@e**********.com. You can also email Lori L Born by clicking on the contact Lori L Born.
Where is Lori L Born based out of?
Lori L Born’s primary location is Prudenville, MI.
What is Lori L Born's phone number?
Lori L Born's phone number is (989) 366-8981
What is Lori L Born's title??
Lori L Born is a Financial Advisor.