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All the content on this site is for information purposes only. Material presented is believed to be from reliable sources but we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with a professional advisor. Lotzer & Co., Inc.  is a Registered Investment Advisor in the State of Wisconsin. The authors, publisher and host are not providing legal, accounting or specific advice concerning your situation.
 
Inside Client Center
SSG | Forms | Referrals

Client Center

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. 

bulletShareholders Service Group Client Web Site

Client Forms Page
On this page, you will find in PDF format, forms that are either from TD Waterhouse or from Lotzer & Co., Inc.

bulletClient Forms Page

Referrals Page
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. 

bulletReferrals Page

 

     
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