Find the Certified Financial Planner™
Who's right for you.

George A. Loomis, CFP®

c/o Focus Financial Network, Inc

1000 Shelard Parkway
Suite 300
Minneapolis, MN 55426
Phone: (952) 225-0310
Fax: (952) 525-8538

Household Income Minimum: $100,000
Investable Asset Minimum: $100,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Mutual Funds
  • Real Estate
  • Retirement
  • Stocks & Bonds
  • Sudden Wealth

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.