Bob Lotter
Founder, COB at The Lotter Group
Bob Lotter's Professional Contact Details
Email (Verified)
****
HQ
(949) 253-7916
Location
California, US
Company
The Lotter Group
Person Seniority
founder
Person Functions
entrepreneurship
Bob Lotter's Current Company Details
For the past 25 years, the Lotter Group has provided sound financial planning and financial products to thousands of school teachers in California. The Lotter Group is known for its client loyalty and...
For the past 25 years, the Lotter Group has provided sound financial planning and financial products to thousands of school teachers in California. The Lotter Group is known for its client loyalty and unparalleled integrity. Company Mission: *Be truthful when explaining products and concepts *Never misrepresent your affiliations *Deliver more than what you are asked for *Pursue further education and training *Follow a needs-based selling standard Specialties: *Tax Strategy *Estate Planning *Risk Management *Brokerage Services *Retirement Products *Core Benefits
Organization Website
ralotter.com
Organization Languages
English
Current Technologies
dns made easy
finance
Bob Lotter's Work History and Education
Tax Deferred Solutions
Founder, COB
1991 - Present
Orange County Sheriff's Department
eAgency
The Lotter Group
Colleagues at The Lotter Group
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