TRUSTED SINCE 1957
and there's a good reason for that.
As an independent insurance agency serving companies and individuals throughout the United States since 1957, our focus at Loftus Financial is being your one partner that you can depend on for all your insurance and financial needs. While providing personal attention, we are dedicated to understanding your individual needs, goals, and comfort with risk so that we can provide precise, effective solutions. Our innovative strategies help develop comprehensive plans that protect and serve your needs.
Loftus Financial works diligently on your behalf, staying ahead of the curve to help you better manage change. When you need assurance and a thorough plan, we believe we have the knowledge, intelligence and expertise to expertly plan for your insurance and financial needs. With our attention on detail, we provide the care, follow-through, and dedication that you deserve.
"Our core principles revolve around education and action, not personal profit. Client relationships influence every aspect of our business. That’s something that will never change."
- Michael Loftus, CEO Loftus Financial
OUR INDUSTRY SPECIALTIES
Industries that we have worked with extensively
TYPES OF INSURANCE & SERVICES OFFERED
Loftus Financial is experienced in assisting you with any or all of the following services/products
Individuals
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Life Insurance
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Long-term Care
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Annuities
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Health Insurance
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Disability
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Financial Planning
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Retirement Plans (IRAs, Roth, etc.)
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Asset Management
Businesses
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Employee Benefit Plans
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Financial Planning/401K
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Retirement Planning
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Business Buy-Sell Funding
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Business Succession Planning
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Group Life Insurance
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Group Disability Insurance
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Key Man Insurance
CONTACT US TODAY AND BE ON YOUR WAY TO A HAPPIER FINANCIAL FUTURE
4040 E. Camelback Rd., Suite 151
Phoenix, AZ 85018