GERLOFTIN Wealth Advisors, LLC

Aug 2023

If you are looking for a personal financial advisor that treats you like family, then James is your guy. He listens to what my financial goals are and addresses my concerns with having enough at retirement. I’ve known James for 30 years and trust his tactics and strategy to growing personal wealth.

Oct 2022

I was very unsure and doubtful this company could make a difference or Handle my money any better than I could, as far as returns, budgets, etc. The service I have received from Kier and Cindy has been extraordinary. The meetings with James and Kier have been life-changing. I retired early in life at 59 full of fear and doubt and they have taken that fear away from me and replaced it with confidence and peace of mind. I have already been talking to friends and family and will continue to do so to urge them to let GERLOFTIN do the same for them.

Oct 2020

James Loftin is an exceptional Financial Advisor. He treats every customer with detail and truly cares about his clients. I feel 100% confident in James and his ability to deliver results without jeopardizing my investments.He’s a CFP which is rare to find. This is a certification that is optional so if you have it you are at another level over most financial advisors.Would definitely recommend James to anyone looking invest for the long run.