Our purpose is fairly simple: "To help our clients to define and live out their life's purpose by design."
How do we do this? By freeing up your time, giving you more time, and helping you find peace of mind when it comes to your financial future.
Ger Loftin Wealth Management Services has years of industry knowledge, experience and success in Wealth Management.
With our "faith-based" approach, we guide our clients on a journey to achieve the wealth they deserve. Many of our clients have been with us for over 25 years, a true testament to our level of customer service and the results our team delivers.
We're deeply knowledgeable, masters of our cOur Credentials
Our experienced and qualified team have obtained several designations.
✅ One Certified Financial Planner™ CFP® Professional
✅ Two Accredited Investor Fiduciaries™ AIF™
✅ One Certified Kingdom Advisor™ CKA®
✅ Three Investment Advisor Representatives
✅ Two former members of the U/S Air Force
✅ Two Licensed Pilots
Our Services
✅ Financial Investment
✅ Wealth Management
✅ Financial Planning
✅ Tax Strategies
✅ Estate Planning
✅ Insurance Strategies
✅ Charitable Giving
✅ Risk Management
✅ Portfolio Management
✅ Business Planning
✅ Retirement Planning
We are a United States South East based firm, based in Johns Creek, Georgia, Atlanta. We are currently in 28 states. We assist clients from all over the country, however, our key areas are in the following suburbs:
✅ North of Atlanta, Cumming
✅ Johns Creek
✅ Duluth
✅ Roswell
✅ Dunwoody
✅ Suwanee
✅ Milton
✅ Buford
✅ Alpharetta
GER Loftin Wealth Advisors
gerloftin.com
410 Peachtree Parkway, Suite 4245 Cumming, GA, 30041
(404) 419-2311
Securities offered through United Planners Financial Services, member FINRA/SIPC Advisory Services offered through GER Loftin Wealth Advisors, LLC, a SEC Registered Investment Advisor. 410 Peachtree Parkway, Suite 4245, Cumming, GA 30041. GER Loftin Wealth Advisors, LLC and United Planners are not affiliated.
Company Details
- Employees
- 12
- Founded
- -
- Address
- 410 Peachtree Pkwy, Cumming,georgia 30041,united States
- Phone
- 404-419-2311
- cs****@****tin.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- gerloftin.com
- Keywords
- Cumming.
- HQ
- Cumming, Georgia
Gerloftin Wealth Advisors, Llc Questions
Gerloftin Wealth Advisors, Llc's helpline number is 404-419-2311
Gerloftin Wealth Advisors, Llc's website is gerloftin.com
Gerloftin Wealth Advisors, Llc's LinkedIn profile is https://www.linkedin.com/company/gerloftin-wealth-advisors-llc
Gerloftin Wealth Advisors, Llc has
12 employees.
View email and phone details for 12
employees at Gerloftin Wealth Advisors, Llc.
Gerloftin Wealth Advisors, Llc's industry is
Financial Services
Gerloftin Wealth Advisors, Llc's top competitors are
Evercore,
Psg,
Bastiat Partners,
Junior Economic Club Of Atlanta,
Apollon Wealth Management - Catalyst Group,
City Of Atlanta,
Dm Capital Management, Llc,
Resmed,
Pure Athlete, Inc.,
Paces Ferry Wealth Advisors.
Gerloftin Wealth Advisors, Llc's support email address is cscheffler@gerloftin.com
Gerloftin Wealth Advisors, Llc's categories are Financial Services
Gerloftin Wealth Advisors, Llc's founding year is 1984
