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
View Top Employees from The Lotter Group| Website | http://www.lottergroup.com |
| Revenue | $5 million |
| Employees | 17 (14 on RocketReach) |
| Founded | 1992 |
| Address | 6 Upper Newport Plz, Newport Beach, California 92660, US |
| Phone | (949) 253-7916 |
| Industry | Financial Services, Insurance |
| Web Rank | 23 Million |
| Keywords | The Lotter Group, Lotter |
| SIC | SIC Code 641 Companies, SIC Code 64 Companies |
| NAICS | NAICS Code 524210 Companies, NAICS Code 52 Companies, NAICS Code 52421 Companies, NAICS Code 5242 Companies, NAICS Code 524 Companies |
Looking for a particular The Lotter Group employee's phone or email?
The Lotter Group Questions
The The Lotter Group annual revenue was $5 million in 2023.
Chris Black is the CFO of The Lotter Group.
14 people are employed at The Lotter Group.
The Lotter Group is based in Newport Beach, California.
The NAICS codes for The Lotter Group are [524210, 52, 52421, 5242, 524].
The SIC codes for The Lotter Group are [641, 64].
Top The Lotter Group Employees
-
11
-
31
-
2
-
35+
Related Companies
