Business ProfileforLolley Financial
At-a-glance
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Overview
David Lolley, Financial Advisor and President of Lolley Financial in Adrian, Michigan, develops investment strategies and retirement planning options that are customized to meet your financial goals.
Advisory Services are offered through Creative Financial Designs, Inc., a Registered Investment Adviser, and Securities are offered through cfd Investments, Inc., a Registered Broker/Dealer, FINRA & SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902. 765-453-9600. Lolley Wealth Management and Lolley Financial are not owned or affiliated with CFD companies.
Business Details
- Location of This Business
- 107 S. Broad St. Ste 2, Adrian, MI 49221
- BBB File Opened:
- 3/16/2015
- Years in Business:
- 23
- Business Started:
- 1/1/2001
- Business Started Locally:
- 1/1/2012
- Business Incorporated:
- 10/8/2012
- Accredited Since:
- 6/19/2015
- Licensing Information:
- This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
- Type of Entity:
- Corporation
- Number of Employees:
- 1
- Alternate Business Name
- Lolley Wealth Management Inc.
- Lincoln Financial Securities
- Business Management
- Mr. David Lolley, President
- Contact Information
Principal
- Mr. David Lolley, President
Customer Contact
- Mr. David Lolley, President
- Additional Contact Information
Fax Numbers
- (517) 759-1629Primary Fax
- (517) 759-1629
Customer Complaints
0 Customer Complaints
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