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Locality: Glendora, California

Phone: +1 626-755-0664



Address: 440 E Route 66 91741 Glendora, CA, US

Website: www.loomisfinancial.com

Likes: 170

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Loomis Financial Consulting 03.03.2021

We are living in a time of historic opportunity in the midst of great uncertainty. It is definitely a stressful season, but coaching has taught me to embrace moments like this. Today I shared insights on how to succeed when the pressure is on. https://bit.ly/34tAPNm

Loomis Financial Consulting 01.03.2021

When it comes to finances, perspective is key. It’s important to periodically take a step back to get a holistic picture of all the moving parts of your overall financial picture. You may find you really enjoy the view. #loomisfinancial #relationalfinance #lifehappensinseasons #perspective #financialplanning #familyandfinance

Loomis Financial Consulting 25.02.2021

As a financial planner, I have the incredible opportunity to guide families, clients, and friends through seasons of their lives by helping them make important decisions every step of the way. They are the hero of their stories and I get to show them the way. #loomisfinancial #relationalfinance #financialplanning #financialadvice #lifehappensinseasons

Loomis Financial Consulting 13.02.2021

There is a rhythm to life that is seasonal. Even a sunrise like this one we saw today can teach you about the importance of cycles and time. This month, we’ve had multiple clients get married, purchase homes, celebrate anniversaries, and plan for their upcoming retirements. When it comes to personal finance, understanding the process of seasons is key which is why we provide financial advice and guidance for every season of life. #loomisfinancial #relationalfinance #lifehappensinseasons #personalfinance #financialquotes #seasons #finance #objectiveadvice

Loomis Financial Consulting 29.01.2021

One of the best parts about our work is finding opportunities to say thank you to our clients for allowing us to journey with them through their seasons of life. ‘Tis the season to say thank you. #financialplanning #tistheseason #thankyou #lifehappensinseasons