At The Lotter Group, we pride ourselves in our ability to insure the privacy and confidentiality of our clients. Our CEO, Robert A. Lotter, understands first-hand the privacy needs of the affluent. A client's investment information is of a highly personal and confidential matter and that's why we take privacy concerns so seriously. In fact, it's these concerns which have fueled our desire to keep what some may consider a low-profile in the community.

We remain quietly competent, servicing a client's needs without having to constantly advertise our success. Another element that adds to our ability to insure privacy and confidentiality is our location. Nestled within the heart of Orange County, The Lotter Group can service Southern California's affluent directly.

If you desire a company who will maintain the strictest privacy and confidentiality guidelines, while offering a comprehensive financial planning package, please contact us today.





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California Insurance License #0B10701