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Lori Nay, Financial Advisor

FINANCIAL ADVISOR
Lori A Nay

CFP®
9153 East D Ave, Richland, MI 49083opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Divorce Finances

About Lori

Helping you achieve your financial goals and enjoy your life's passions – that is what I've been honored to do for 16 years now and I so love what I do!

My team and I focus on comprehensive wealth strategies creating financial paths that offer flexibility for today and stability for the future. We accomplish this by listening carefully, asking lots of questions and taking time to understand what's truly important to you. Then, using an established framework, we work together to create customized, financial strategies to help you navigate life's surprises and realize your dreams.

I am also proud to...

Work History

  • Edward JonesJune 2009 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Western Michigan UniversityBachelor of Business Admin

Personal Interests

  • Traveling
  • Hiking
  • Pilates
  • Cycling
  • Yoga

Team Members

  • Courtney Klaassen
    Sr. Branch Office Administrator
  • Alec Gabrielli
    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 - 12:30PM
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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