

Lofy Group Wealth Management
Financial Services • United States • 1-10 Employees
Company overview
| Headquarters | United States |
| Phone number | +1850281628 |
| Website | |
| NAICS | 52 |
| SIC | 811 |
| Employees | 1-10 |
| Socials |
Key Contact at Lofy Group Wealth Management
Thomas R. Lofy
Founder and CEO
Lofy Group Wealth Management Email Formats
Lofy Group Wealth Management uses 2 email formats. The most common is {first name} (e.g., john@lofygroup.com), used 83.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@lofygroup.com | 83.3% |
{first initial} | j@lofygroup.com | 16.7% |
About Lofy Group Wealth Management
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.
Lofy Group Wealth Management revenue & valuation
| Annual revenue | $2,932,108 |
| Revenue per employee | $587,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $9,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Lofy Group Wealth Management has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Lofy Group Wealth Management has never raised funding before.
Lofy Group Wealth Management Tech Stack
Discover the technologies and tools that power Lofy Group Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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Frequently asked questions
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