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      Details

      General Info

      Established in 1991, The Lotter Group offers financial solutions that assist clients with various financial plans. It offers various services related to taxation, estate and investment affairs. The company also provides a range of investment options through tax strategies, estate planning and risk management services. In addition, The Lotter Group offers business management services that assist small-to-medium sized businesses with several financial strategies. It is a member of the Financial &Health Research Institute. The Lotter Group is located in Newport Beach, Calif.

      HoursCLOSED NOW
      Regular Hours:
      Mon - Fri

      Contact Info

      Phones:

      Main - 949-253-8500

      Fax - 949-253-8505

      ExtraTollFree - 800-969-6051

      ExtraTollFree - 888-275-2332

      Extra - 949-253-7916

      Address:
      6 Upper Newport Plz Newport Beach, CA 92660
      Email:

      Other Email:

      Link:

      http://www.lottergroup.com

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      Categories
      Insurance, Annuities & Retirement Insurance Plans, Financial Planning Consultants
      Location
      Upper Newport Plz
      Neighborhood
      Newport Beach
      AKA

      R A Lotter Insurance Marketing Inc

      Lotter Group

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      Data provided by one or more of the following: Thryv, Data Axle, Yext.