Lofy Group Wealth Management Inc

  • Financial Services
  • Phoenix AZ
  • 5 employees
  • Financial Services
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Company Overview

Headquarters
Phoenix AZ
Website
lofygroup.com
Employees
5
Industry
Financial Services
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Financials & Stats

Revenue

$3B

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Who is Lofy Group Wealth Management Inc

Lofy Group Wealth Management Inc. is a small financial services company based in Phoenix, Arizona. Employing between 5 and 9 individuals, the company generates annual revenue of $2.5 million. Their website can be found at lofygroup.com. Lofy Group Wealth Management Inc. specializes in providing personalized wealth management solutions tailored to individual and family needs. They assist clients in connecting their financial resources to their life goals through a comprehensive process that analyzes current financial standing, desired outcomes, and actionable strategies. The company emphasizes a holistic approach to wealth management, considering various aspects of a client's financial life. These include family planning, asset and investment management, risk assessment, community involvement and legacy planning, cash flow optimization, employment benefits, record keeping, retirement planning, tax strategies, and estate planning. To learn more about Lofy Group Wealth Management Inc.'s services and how they can help you achieve your financial goals, please visit their website at lofygroup.com.

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FAQ

What is the location of Lofy Group Wealth Management Inc's headquarters?
The headquarters of Lofy Group Wealth Management Inc are situated at Phoenix AZ
What is Lofy Group Wealth Management Inc's official website?
The official website of Lofy Group Wealth Management Inc can be found at lofygroup.com.
What is Lofy Group Wealth Management Inc's current revenue?
As of February 2020, Lofy Group Wealth Management Inc's annual revenue reached $3B.
How many employees does Lofy Group Wealth Management Inc currently have?
Lofy Group Wealth Management Inc employs approximately 5+ people as of February 2020
Which industries is Lofy Group Wealth Management Inc primarily operating in?
Lofy Group Wealth Management Inc operates in the following industries: Finance, Credit

Employee Directory

Key Employees

Thomas Lofy

Founder and CEO

Phone Email

Dawnn Jappe

Client Services

Phone Email