|Inside Client Center
SSG | Forms | Referrals
This page is dedicated to the clients of Lotzer & Company.
Here you can find a link to the Shareholders Service Group Client website, a page with forms for printing worksheets or forms commonly used and a page of
referrals to Accountants, Attorneys and Insurance people.
Shareholders Service Group Page
Please note that this link to Shareholders is only because I recommend my
clients use Shareholders Service Group. Investment Advisors can only recommend a
brokerage they prefer for custodianship of their clients accounts.
This link to TD Waterhouse is in no way to be considered and endorsement
of the services of Lotzer & Co., Inc. by TD Waterhouse.
Client Forms Page
On this page, you will find in PDF format, forms that are either from TD
Waterhouse or from Lotzer & Co., Inc.
On this page, arranged by specialty are Attorneys, Accountants and
Insurance people I have worked with in the past. However, just
because I have listed these people does not mean I am recommending you
work with them. As in hiring any professional, you have to make your
own best judgment if this or that person will be good for you.