Our Company

Welcome to The Looser Financial Group

The Looser Financial Group is a comprehensive Financial Services Firm. Our philosophy is to provide our clients with a conservative personal and professional approach. We offer Comprehensive Financial Planning, Investment Advisory Services and Insurance Strategies.

Our Mission is to create and maintain wealth for our clients through long term effective wealth management. We build client relationships based on trust, competent professional advice, continual communication and prompt personal service. We will assist our clients in setting financial goals, monitoring these goals and keeping them informed of the process and achievement of these goals.

We are focused on helping clients develop a financial road map to help put them on the appropriate path in pursuit of their financial dreams and destinations.  Everything we do at The Looser Financial Group is guided by a very simple, profound quote by Yogi Berra:

    "If you don't know where you are going, You might wind up someplace else."

Let The Looser Financial Group help you get to where you want to be in life, so you won't find yourself... someplace else. We help clients design a personalized plan, a road map to guide them through the financial complexities of life.  Your financial journey will have some ups and downs, but with a good plan you will be able to work towards arriving at your desired destination.

We have built our website as a resource to provide you with pertinent information about the services we provide. We've also made available several analytical research tools. Thanks for visiting our website.