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portrait of Lori L Born
FINANCIAL ADVISOR

Lori L Born

CRPC™
888 W Houghton Lake Dr, Prudenville, MI 48651opens in a new window
CallSend Me a Message

About Lori

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,...

Focus Areas

  • Insurance & Annuities
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Business Retirement Plans
  • Estate & Legacy Strategies

Work History

  • Edward JonesOctober 2011 to Current

Certifications

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • American InterContinental UnivBachelor of Arts

Personal Interests

  • Golfing
  • Home Improvement
  • Traveling
  • Volunteering
  • Spending Time with Family

Team Members

  • Jessie Traver
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(989) 366-8981

Fax

(877) 228-9042

Office Address

888 W Houghton Lake Dr
Prudenville, MI 48651opens in a new window

Mailing address

P O Box 88
Prudenville, MI 48651

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