Loomis Wealth Management - Harrisonburg, Virginia
Address: 1954 Evelyn Byrd Ave, Harrisonburg, VA 22801, United States.
Phone: 5404342505.
Website: loomiswm.com
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 7 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Loomis Wealth Management
⏰ Open Hours of Loomis Wealth Management
- Monday: 8:30 AM–4:30 PM
- Tuesday: 8:30 AM–4:30 PM
- Wednesday: 8:30 AM–4:30 PM
- Thursday: 8:30 AM–4:30 PM
- Friday: 8:30 AM–4:30 PM
- Saturday: Closed
- Sunday: Closed
Overview of Loomis Wealth Management
Loomis Wealth Management, located at 1954 Evelyn Byrd Ave, Harrisonburg, VA 22801, United States, stands out as a reliable financial planning service dedicated to helping individuals manage their wealth effectively. With a phone number 540-434-2505, clients can easily reach out to schedule consultations or inquiries. Their official website, loomiswm.com, serves as a comprehensive resource for those interested in learning more about their services and expertise.
Key Features
One of Loomis Wealth Management's notable specialties is their financial planning services. Under the leadership of experienced professionals like Curt, clients receive personalized guidance tailored to their unique financial situations. This approach ensures that individuals and families can navigate their financial future with confidence and clarity.
Accessibility and Accommodations
Loomis Wealth Management is committed to providing a welcoming environment for all clients. The office is equipped with facilities for accessibility, including a wheelchair-accessible car park, an accessible entrance, and a wheelchair-accessible toilet. This commitment to inclusivity makes it easier for everyone to receive the financial advice they need.
Appointments and Reviews
For those considering scheduling an appointment, it's recommended to do so in advance to secure a time that suits your schedule. Loomis Wealth Management has garnered a solid reputation, with 7 reviews on Google My Business indicating a high level of customer satisfaction. The average opinion expressed is a commendable 5/5, reflecting their dedication to providing quality service. Reviews often highlight the professionalism and thoroughness of their financial reviews, as well as their personalized approach to client needs.
Recommendation
Given the positive feedback and the comprehensive services offered, Loomis Wealth Management is an excellent choice for anyone seeking expert financial planning. Whether you're looking to start saving for your children's education, planning for retirement, or simply aiming to better manage your current finances, their team is equipped to provide valuable insights and strategies.
To take the first step towards secure financial management, consider visiting their website at loomiswm.com. Here, you can find more detailed information about their services, read client testimonials, and even schedule a consultation online. Don't miss the opportunity to benefit from their expertise and start building a prosperous financial future.
Remember, reaching out to Loomis Wealth Management could be the pivotal step you need to achieve your financial goals. Contact them today to explore how their financial planning services can be tailored to meet your specific needs.
This summary encapsulates the essence of Loomis Wealth Management, highlighting their accessibility, professional approach, and the positive experiences of their clients, all while encouraging potential clients to take action and contact them for personalized financial guidance.
👍 Reviews of Loomis Wealth Management
