Experience.com
Sign up
Unclaimed
Neighborhood
Google

Get found as the Top Financial Advisor in Duluth, GA

James D. Loftin - Ceo/Founder/Owner in Duluth, GA

James D. Loftin

Ceo/Founder/Owner

5.0
(4)
James Loftin is a CERTIFIED FINANCIAL PLANNER professional and member of the Financial Planning Association, serving clients at GER Loftin Wealth Advisors, LLC in Duluth, GA and the surrounding communities.
Finance
Financial Advisor
Contact Info
(888) 556-3846
Duluth, GA
http://www.gerloftin.com/
Search
Overall Ratings
5.0
(4)
Filter by Date
Range
Filter by Rating
Reviews from Web
  • 5.0
    google
    J
    Jason A
    Posted on August 10th, 2023 12:00 AM
    If you are looking for a personal financial advisor that treats you like family, then James is your guy. He listens to what my financial goals are and addresses my concerns with having enough at retirement. I’ve known James for 30 years and...
    read more
  • 5.0
    google
    C
    Cameron K
    Posted on May 10th, 2023 12:00 AM
    I was very unsure and doubtful this company could make a difference or Handle my money any better than I could, as far as returns, budgets, etc. The service I have received from Kier and Cindy has been extraordinary. The meetings with James...
    read more
  • 5.0
    google
    R
    Ryan H
    Posted on May 10th, 2021 12:00 AM
    James D. Loftin has received a review with 5 star rating from Ryan Harris
  • 5.0
    google
    P
    Phil
    Posted on May 10th, 2020 12:00 AM
    James Loftin is an exceptional Financial Advisor. He treats every customer with detail and truly cares about his clients. I feel 100% confident in James and his ability to deliver results without jeopardizing my investments.

    He’s a CFP which...
    read more
    • 4 of 4
    About
    James Loftin is a CERTIFIED FINANCIAL PLANNER professional and member of the Financial Planning Association, serving clients at GER Loftin Wealth Advisors, LLC in Duluth, GA and the surrounding communities.
    Specialities
    Banking
    Charitable & Planned Giving
    Buying a Home
    Bankruptcy
    Employee Benefits
    Insurance
    Life Planning
    Stocks & Bonds
    View All
    42
    /850
    Search Rank Score
    What is the Search Rank Score®?
    Experience.com’s Search Rank Score measures a professional’s online search visibility across hundreds of key SEO attributes.
    FAQs
    Here are some Frequently Asked Questions about James D. Loftin
    What organization is James D. Loftin associated with?
    James D. Loftin is associated with GER Loftin Wealth Advisors, LLC.
    Where is James D. Loftin based out of?
    James D. Loftin’s primary location is Duluth, GA.
    What is James D. Loftin's phone number?
    James D. Loftin's phone number is (888) 556-3846
    What is James D. Loftin's title??
    James D. Loftin is a Ceo/Founder/Owner.
    What is the position of James D. Loftin in GER Loftin Wealth Advisors, LLC?
    James D. Loftin is the Ceo/Founder/Owner at GER Loftin Wealth Advisors, LLC.