Edward Jones- Financial Advisor Lori Born CRPC

Edward Jones- Financial Advisor Lori Born  CRPC Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC.

I'm a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With nearly 14,000 financial advisors serving nearly 7 million investors, our firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. We do that by getting to know you, understanding your goals, and developing individualized str

ategies to help you reach them. My branch office administrator, Jessie Traver and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office, or visit www.edwardjones.com/Lori-Middleton for more information.
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I’m proud to be part of a firm committed to helping families—both through thoughtful, personalized guidance and meaningf...
06/10/2026

I’m proud to be part of a firm committed to helping families—both through thoughtful, personalized guidance and meaningful community support.

One of the ways we help support communities is through the Walk to End Alzheimer’s®️. It’s a powerful reminder that together, we can make a difference for families impacted by this disease. From funding research to supporting caregivers, every step counts.

If you’d like to join us for an upcoming walk, reach out to me or click this link to learn more: https://bit.ly/4fCJ8Nf

Contributing to a cause and participating in or volunteering for a charity or charitable event is a personal decision and completely voluntary.

High-interest debt can feel overwhelming, but a clear plan can change that. As a financial advisor, I work with clients ...
05/30/2026

High-interest debt can feel overwhelming, but a clear plan can change that. As a financial advisor, I work with clients to create strategies that fit their lives and their goals. Ready to get started? Let’s talk.

Build personalized watchlists to help keep tabs on what's important to you.
05/06/2026

Build personalized watchlists to help keep tabs on what's important to you.

Connect and view accounts you have elsewhere in Online Access.

It's National Homeownership Month, and while estate considerations aren't a fun topic to discuss, it is something very v...
05/05/2026

It's National Homeownership Month, and while estate considerations aren't a fun topic to discuss, it is something very valuable for you and your family.

Work with your attorney to make sure you have the appropriate plan that will help protect your legacy.

Learn more: https://bit.ly/4tcxHyP

While Alzheimer’s disease is incredibly challenging, families don’t have to navigate it alone.The Alzheimer’s Associatio...
04/03/2026

While Alzheimer’s disease is incredibly challenging, families don’t have to navigate it alone.

The Alzheimer’s Association®️ Live Learning Webinars offer free education on planning ahead, care decisions and caregiver support at every stage.

I’m proud to be part of a firm that has been a National Presenting Sponsor of the Walk to End Alzheimer’s®️ since 2016, supporting awareness, education and hope.
Explore the webinars at alz.org/livelearning

And if you’d like support for whatever lies ahead, I’m here when you need me.

Caregivers give so much of themselves—and they deserve support, too.That’s why I like to share helpful resources with my...
04/02/2026

Caregivers give so much of themselves—and they deserve support, too.

That’s why I like to share helpful resources with my clients like the Alzheimer’s Association®️ Live Learning Webinars. These free sessions offer guidance on planning ahead, navigating care decisions and supporting caregivers at every stage.

I’m proud that Edward Jones has been a National Presenting Sponsor of the Walk to End Alzheimer’s®️ since 2016, standing alongside families and caregivers nationwide.
Learn more at: alz.org/livelearning

And if planning for the future is on your mind, I’m always here to listen.

Get money on your mind! April is Financial Literacy Month, and it’s important to understand your finances so you can tak...
04/01/2026

Get money on your mind! April is Financial Literacy Month, and it’s important to understand your finances so you can take control of your future. Reach out and I can help you navigate the options and decisions to set you on a path of financial well-being.

Learn more: https://bit.ly/4sNeZib

The news is out! Edward Jones has been ranked No. 1 by JD Power for Client Satisfaction among Advised Investors. We coul...
03/22/2026

The news is out! Edward Jones has been ranked No. 1 by JD Power for Client Satisfaction among Advised Investors. We couldn’t be happier because clients are everything to us. And no two are alike! We enjoy getting to know each one personally so we can provide trusted, tailored advice and wealth management solutions. Reach out if you’d like to get started.

Legal Disclosure: JD Power 2026 U.S. Full Service Investor Satisfaction Study among Wealth Management Firms for Advised Investor Satisfaction, published March 2026, data as of January 2026. Compensation provided for using, not obtaining, the ranking. For JD Power 2026 award information, visit jdpower.com/awards.

Tax time doesn’t have to be complicated. With Online Access, you can easily access your tax forms, share them with your ...
03/04/2026

Tax time doesn’t have to be complicated. With Online Access, you can easily access your tax forms, share them with your tax professional or import them into your tax software — anytime, anywhere.

https://bit.ly/4boeWmr

Address

888 West Houghton Lake Drive
Prudenville, MI
48651

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 10am - 6:30pm
Thursday 8am - 4:30pm
Friday 8am - 4pm

Telephone

+19893668981

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