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Wild Nature

Insurance and Financial Prosperity Starts with Loftus Financial

Trusted by companies and individuals for over 60 years

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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

About

OUR INDUSTRY SPECIALTIES

Industries that we have worked with extensively

Industry Specialties

TYPES OF INSURANCE & SERVICES OFFERED

Loftus Financial is experienced in assisting you with any or all of the following services/products

Individuals

  • Life Insurance

  • Long-term Care

  • Annuities

  • Health Insurance

  • Disability

  • Financial Planning

  • Retirement Plans (IRAs, Roth, etc.)

  • Asset Management

Businesses

  • Employee Benefit Plans

  • Financial Planning/401K

  • Retirement Planning

  • Business Buy-Sell Funding

  • Business Succession Planning

  • Group Life Insurance

  • Group Disability Insurance

  • Key Man Insurance

Services
Testimonials

"MIKE HAS ALWAYS PUT ME FIRST"

"Mike Loftus is probably the most knowledgeable and hard working insurance broker I have ever met. I’ve had the pleasure of working with him for over 30 years.  He has always put me & my company first. He has challenged insurance carriers when they failed to keep their promises, made sure my company always had the best insurance products/coverage available and fought hard to keep rates in line.  Thank you Mike!"

-- Kent O., Construction Company Owner

*There is no assurance your experience will be similar and no assurance of performance or success

Contact

CONTACT US TODAY AND BE ON YOUR WAY TO A HAPPIER FINANCIAL FUTURE

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4040 E. Camelback Rd., Suite 151
Phoenix, AZ  85018

602.870.1991 phone
602.954.0137 fax

www.loftusfinancial.com

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Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Osaic Institutions, Inc., Osaic FA, Inc., and Osaic FS, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through American Portfolios Financial Services, Inc., Osaic Services Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., and Osaic Advisory Services, LLC, registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser. 6192409

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