Financial Advisors
· Harrisonburg, VA
Published in partnership with Loomis Wealth Management
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Loomis Wealth Management is an independent financial advisory firm serving Harrisonburg and the surrounding region. They specialize in comprehensive financial planning, including retirement planning, college savings strategies, and investment management with a long-term, balanced approach to risk and reward. The team helps clients make informed decisions about IRAs, savings adequacy, and investment timing.
Best for: Mid to long-term investors, Pre-retirees and retirees, Families planning for college education, Those seeking comprehensive financial planning
Service area: Harrisonburg, VA and surrounding areas
Long-Term Investment Philosophy: Loomis Wealth Management emphasizes a disciplined, long-haul investment approach designed to avoid emotional decision-making during market fluctuations.
Comprehensive Planning Services: Offers guidance across multiple planning areas including retirement, college funding, IRA strategy, and savings adequacy assessment.
Book online: Book Online Now →
Phone: (540) 434-2505
Address: 1954 Evelyn Byrd Ave, Harrisonburg, VA 22801 (Get directions)
Website: loomiswm.com