Transparent Merchant Services

Loftus Financial is an independent insurance agency based in Phoenix, Arizona, serving both individuals and businesses across the United States since 1957. With a commitment to understanding client needs and crafting tailored solutions, the agency emphasizes personal attention and innovative strategies to ensure comprehensive financial and insurance planning. Led by CEO Michael Loftus, the firm prides itself on its core principles of education and action, focusing on building strong client relationships rather than personal profit. Their extensive range of services includes life insurance, retirement planning, asset management, and employee benefit plans, demonstrating a deep commitment to client advocacy and financial prosperity. Generated from the website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Phoenix, AZ area, Michael Marinos will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy