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Home > Financial Services > Stock Brokers > Loria Financial Group
Loria Financial Group
Loria Financial Group, Llc is a member of NASD, the National Association of Securities Dealer. NASD is a self regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
The Company hopes that you find the site valuable enough to bookmark it as one of your favorites. They advise that you take advantage of the many features that they provide such as the tell a friend option. They hope that the site will further your awareness of how their business works and the services they provide.
The Company can gather current quotes and news on individual stocks and funds, maintain and update your own personal portfolio, and send them any messages and or questions. Here you can stay up to date on relevant financial topics through their On line Newsletter.
LORIA Financial Planners is an experienced Financial Planning organization that is committed to understanding their clients` unique needs. They firmly believe in a personalized approach to financial planning. Their firm consists of experienced professionals who specialize in the disciplines of investment, tax, financial, retirement, corporate, and insurance planning.
The Company is independent of any one investment or insurance company which allows them to be more objective in their advice and product recommendations. They utilize many of the largest money managers and insurance carriers in the world. They are also affiliated with a prominent accounting firm, which allows them to handle even the most advanced tax planning issues.
The Company offers services like Compre hensive Financial Planning, Asset Allocation Planning & Analysis and Investment Planning, Estate Planning, Stock & Bond Trading, Retirement Planning, Education Planning, Insurance Planning, Tax Planning, Annuities & Mutual Funds, Life Insurance & Health Insurance, Disability & Long Term Care Insurance.
The Company has been a steady corporate growth rate combined with the ability to maintain flexibility; unrelenting attention to detail, responsible quality control throughout the entire operation and total customer focus is enhanced further by associates who are among the brightest and most talented in the industry.
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