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Lori Ellingson

ING Financial Partners
Financial Planning

Contact Information:

San Jose, CA 95130
United States
T: 408-318-1943
F: 408-866-4909
www.loriellingson.com

Years in Business:

 

16

Clients I'm Seeking:

 

Looking for clients that want to know how money works, want to put together a financial strategy, are coachable and wanting to build financial wealth.

About My Business:

 

All of us have different financial circumstances and objectives. My role is to help you design a plan to meet your financial needs. Weather you are looking for growth of principal, tax-favered investing, retirement income, or a review of your current portfolio, I can make it easier to plan your financial future.

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