Lori Fox
FIC
Financial Associate
State(s) Licensed: IN, KY, MI, MN, OH
Phone: 317-300-7400
Address:
4055 Executive Park Dr., Suite 400
Cincinnati, OH 45241
State(s) Licensed: IN, KY, MI, MN, OH
Unique financial strategies based on your values and life goals
Want to pursue lifelong dreams — while supporting people and causes you care about? The right guidance can help you get there. Tell me where you're at today. Driven by your goals and values, I'll draw on my industry expertise to help you map out a path to a more secure financial future, specializing in the areas of:
- Financial Strategies
- Retirement Strategies
- Wealth Management
- Wealth Transfer Strategies
- Charitable Planning
- Tax Efficiency Strategies
Serving the Greater Cincinnati and Tri-State Area (including Sharonville, Loveland, Mason, Liberty Township, and surrounding areas.)
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Cincinnati Office
- Phone:
- 317-300-7400
Hours
M – F: 9 a.m. – 5 p.m.