Company Overview
- Headquarters
- Newport Beach CA
- Website
- ralotter.com
- Employees
- 24
- Industry
- Financial Services
Financials & Stats
Revenue
$10B
Who is The Lotter Group
The Lotter Group is a financial planning firm headquartered in Newport Beach, California. Founded 25 years ago, the company employs 24 individuals and generates revenue exceeding $10,000. The Lotter Group specializes in providing financial planning and products tailored to school teachers throughout California. Their service offerings encompass a wide range of financial needs, including tax strategy, estate planning, risk management, brokerage services, retirement planning, and core benefits. Driven by a commitment to transparency and excellence, The Lotter Group prides itself on several key differentiators. These include truthful explanations of products and concepts, transparent affiliations, exceeding client expectations, ongoing professional development, and a commitment to needs-based selling practices. Interested parties can learn more about The Lotter Group's services and expertise by visiting ralotter.com.
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 10M | 35 | Dallas, TX | 1961 | |
| 10M | 23 | San Francisco, CA | ||
| 10M | 1 | Miami Beach, FL | ||
| 10M | 7 | Burr Ridge, IL | 2012 | |
| 10M | 1 | Cheyenne, WY | 1953 |