PASSION ♦ PURPOSE ♦ FOCUS ♦ COMMITMENT ♦ VISION It is our company’s mission to Connect Your Money To Your Life™. We do this by applying financial disciplines to your personal and business affairs, helping and allowing you to pursue your desired life goals. Our process identifies where you are today, where you want to go, and how to get there. We consider the separate aspects of your wealth: •Family •Assets & Investments •Risk •Community & Legacy •Cash Flow •Employment Benefits •Record Keeping •Retirement •Taxes •Estate Planning Through our Money/Life Process we are able to deliver to you a customized wealth management plan consisting of services, strategies and products uniquely designed to fit you and your family.
View Top Employees from Lofy Group Wealth Management, Inc.| Website | http://www.lofygroup.com |
| Revenue | $1 million |
| Employees | 6 (6 on RocketReach) |
| Address | 11120 N Tatum Blvd, Ste 101, Phoenix, Arizona 85028, US |
| Phone | (602) 953-5000 |
| Fax | (602) 953-5095 |
| Technologies |
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| Industry | Financial Services, Investment Banking, Finance |
| SIC | SIC Code 811 Companies, SIC Code 81 Companies |
| NAICS | NAICS Code 56111 Companies, NAICS Code 561 Companies, NAICS Code 56 Companies, NAICS Code 5611 Companies, NAICS Code 561110 Companies |
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Lofy Group Wealth Management, Inc. Questions
The Lofy Group Wealth Management, Inc. annual revenue was $1 million in 2024.
6 people are employed at Lofy Group Wealth Management, Inc..
Lofy Group Wealth Management, Inc. is based in Phoenix, Arizona.
The NAICS codes for Lofy Group Wealth Management, Inc. are [56111, 561, 56, 5611, 561110].
The SIC codes for Lofy Group Wealth Management, Inc. are [811, 81].
Top Lofy Group Wealth Management, Inc. Employees
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ViewLisa Lefevre
Registered Financial Paraplanner at Lofy Group Wealth Management, Inc.
Phoenix, Arizona, United States1
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