Loftus & Preusser Wealth Partners
Whether you want to save for retirement or build a legacy that lasts generations, we’ll use our decades of experience to help you navigate at each financial crossroad. Throughout the journey of life, we will be your trusted advisor to help you develop a financial plan with the right investments that fit your life goals. Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Important Disclosure Information: http://raymondjames.com/smicd.htm Loftus & Preusser Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.
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Kelly Eagan
Branch Administrator · Operations
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Mark Loftus
Managing Partner & Founder · General Business & Management
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Top roles at Loftus & Preusser Wealth Partners
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- 1branch administrator
- 1managing partner & founder
- 1senior partner, loftus & preusser wealth partners
- 1vice president, lgwp financial advisors, rjfs
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