Roy Lee's Contact Details

Roy Lee's Company Details

GERLOFTIN Wealth Advisors, LLC

Cumming, Georgia, United States • 1 - 10 Employees
Financial Services

Our purpose is fairly simple: "To help our clients to define and live out their life's purpose by design."How do we do this? By freeing up your time, giving you more time, and helping you find peace of mind when it comes to your financial future.Ger Loftin Wealth Management Services has years of industry knowledge, experience and success in Wealth Management. With our "faith-based" approach, we guide our clients on a journey to achieve the wealth they deserve. Many of our clients have been with us for over 25 years, a true testament to our level of customer service and the results our team delivers. We're deeply knowledgeable, masters of our cOur CredentialsOur experienced and qualified team have obtained several designations.✅ One Certified Financial Planner™ CFP® Professional✅ Two Accredited Investor Fiduciaries™ AIF™✅ One Certified Kingdom Advisor™ CKA®✅ Three Investment Advisor Representatives✅ Two former members of the U/S Air Force✅ Two Licensed PilotsOur Services✅ Financial Investment✅ Wealth Management✅ Financial Planning✅ Tax Strategies✅ Estate Planning✅ Insurance Strategies✅ Charitable Giving✅ Risk Management✅ Portfolio Management✅ Business Planning✅ Retirement PlanningWe are a United States South East based firm, based in Johns Creek, Georgia, Atlanta. We are currently in 28 states. We assist clients from all over the country, however, our key areas are in the following suburbs:✅ North of Atlanta, Cumming✅ Johns Creek✅ Duluth✅ Roswell✅ Dunwoody✅ Suwanee✅ Milton✅ Buford✅ AlpharettaGER Loftin Wealth Advisorsgerloftin.com410 Peachtree Parkway, Suite 4245 Cumming, GA, 30041(404) 419-2311Securities offered through United Planners Financial Services, member FINRA/SIPC Advisory Services offered through GER Loftin Wealth Advisors, LLC, a SEC Registered Investment Advisor. 410 Peachtree Parkway, Suite 4245, Cumming, GA 30041. GER Loftin Wealth Advisors, LLC and United Planners are not affiliated.